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Financial ADVSR advisor directory · SEC adviser records

Northwest Quadrant Wealth Management financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Northwest Quadrant Wealth Management office in Bend, A to Z.

The short answer

4 registered advisors work at Northwest Quadrant Wealth Management in Bend, out of 4 at the firm nationwide; it ranks number 29 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Northwest Quadrant Wealth Management advisors in Bend, A to Z

Every Northwest Quadrant Wealth Management advisor →

Northwest Quadrant Wealth Management advisors in every city and state →Northwest Quadrant Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bend

All Bend advisors →

LPL Financial LLC 24RBC Capital Markets, LLC 20Edward Jones 17Morgan Stanley 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Raymond James Financial Services Advisors, Inc. 14Osaic Wealth, Inc. 10D.A. Davidson & Co. 7Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 6Mercer Global Advisors Inc. 5State Farm Investment Management Corp. 5

Questions

How many financial advisors does Northwest Quadrant Wealth Management have in Bend?

4 investment adviser representatives are registered at Northwest Quadrant Wealth Management offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Northwest Quadrant Wealth Management one of the largest advisor employers in Bend?

Northwest Quadrant Wealth Management ranks number 29 in Bend by registered advisors; LPL Financial LLC has the most, with 24.

How do I check a Northwest Quadrant Wealth Management advisor in Bend?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Northwest Quadrant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.