Unclaimed Profile

Jeffrey Edward Stuermer

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon

SIE, Series 7, Series 63, Series 6525 years registeredNORTHLINE WEALTH MANAGEMENT LLC

15 SW COLORADO AVENUE, BEND, OR 97702-1229CRD# 2518255Firm CRD# 150422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Edward Stuermer · BEND, OR

Registration

CRD #2518255 · NORTHLINE WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

PEREGRINE ASSET ADVISERS, INC.

Jul 2023 – present

NORTHLINE WEALTH MANAGEMENT LLC

Sep 2009 – Sep 2023

BEND, OR

UBS FINANCIAL SERVICES INC.

Jan 2001 – Oct 2009

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 19, 2001

Years registered · 25

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NORTHLINE WEALTH MANAGEMENT LLC

CRD 150422 · SEC 801-107657

AUM

$211M

Regulatory assets under management

Employees

642 client accounts

Services offered by NORTHLINE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NORTHLINE WEALTH MANAGEMENT LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEND?

Browse all registered financial advisors in BEND, Oregon or claim this profile if it's yours.

Browse BEND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Edward Stuermer offer?

Jeffrey Edward Stuermer specializes in Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Jeffrey Edward Stuermer's credentials?

Jeffrey Edward Stuermer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Edward Stuermer located?

Jeffrey Edward Stuermer is based in BEND, Oregon, working with NORTHLINE WEALTH MANAGEMENT LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Jeffrey Edward Stuermer charge for services?

Jeffrey Edward Stuermer's firm is compensated through percentage of aum, commissions, other: $100 annual service fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHLINE WEALTH MANAGEMENT LLC?

NORTHLINE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →