Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Northwind Financial LLC financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Northwind Financial LLC office in Bend, A to Z.

3 registered advisors work at Northwind Financial LLC in Bend, out of 3 at the firm nationwide; it ranks number 28 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Northwind Financial LLC advisors in Bend, A to Z

Every Northwind Financial LLC advisor →

Northwind Financial LLC advisors in every city and state →Northwind Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bend

All Bend advisors →

LPL Financial LLC 20RBC Capital Markets, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 16Raymond James Financial Services Advisors, Inc. 15Edward Jones 14Osaic Wealth, Inc. 9D.A. Davidson & Co. 7J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5

Questions

How many financial advisors does Northwind Financial LLC have in Bend?

3 investment adviser representatives are registered at Northwind Financial LLC offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Northwind Financial LLC one of the largest advisor employers in Bend?

Northwind Financial LLC ranks number 28 in Bend by registered advisors; LPL Financial LLC has the most, with 20.

How do I check a Northwind Financial LLC 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 Northwind Financial LLC 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.