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John Bradford Kingery

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon
Series 7, Series 24, Series 63, Series 65Clean record17 years registeredNORTHLINE WEALTH MANAGEMENT LLC
15 SW COLORADO AVENUE, BEND, OR 97702-1229CRD# 1504867Firm CRD# 150422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Bradford Kingery · BEND, OR
Registration
CRD #1504867 · NORTHLINE WEALTH MANAGEMENT LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

PEREGRINE ASSET ADVISERS, INC.
Jul 2023 – present
NORTHLINE WEALTH MANAGEMENT LLC
Jul 2009 – Sep 2023
BEND, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 29, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHLINE WEALTH MANAGEMENT LLC
CRD 150422 · SEC 801-107657
AUM
$211M
Regulatory assets under management
Employees
6
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

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05

Frequently Asked Questions

What services does John Bradford Kingery offer?
John Bradford Kingery specializes in Investment Management. Contact their office in BEND, Oregon for a consultation.
What are John Bradford Kingery's credentials?
John Bradford Kingery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bradford Kingery located?
John Bradford Kingery 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 John Bradford Kingery charge for services?
John Bradford Kingery'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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Other Advisors at NORTHLINE WEALTH MANAGEMENT LLC

Katherine Ann Hoffmeister
BEND, OR
Jeffrey Edward Stuermer
BEND, OR
Justin Wayne Rae
BEND, OR
CFP

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