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Jeffrey Edward Stuermer

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon
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15 SW COLORADO AVENUE, BEND, OR 97702-1229CRD# 2518255Firm CRD# 150422
01

About

Jeffrey Edward Stuermer is a registered financial advisor based in BEND, Oregon, affiliated with NORTHLINE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
NORTHLINE WEALTH MANAGEMENT LLC
NORTHLINE WEALTH MANAGEMENT LLC
AUM
$211M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTHLINE WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Commissions
Other: $100 ANNUAL SERVICE FEE
Regulatory
SEC/IARD CRD# 2518255
Firm CRD# 150422
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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