Unclaimed Profile

Justin Wayne Rae

NORTHLINE WEALTH MANAGEMENT LLC·BEND, Oregon

SIE, Series 7, Series 66CFP17 years registeredNORTHLINE WEALTH MANAGEMENT LLC

15 SW COLORADO AVENUE, BEND, OR 97702-1229CRD# 4988051Firm CRD# 150422

Profile Verification

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

Identity

Justin Wayne Rae · BEND, OR

Registration

CRD #4988051 · NORTHLINE WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

BRUNO MOUNTAIN ADVISORY, LLC

Jun 2023 – present

NORTHLINE WEALTH MANAGEMENT LLC

Oct 2015 – Jul 2023

BEND, OR

MORGAN STANLEY

Jun 2009 – Oct 2015

BEND, OR

MORGAN STANLEY & CO. INCORPORATED

Oct 2008 – Jun 2009

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 7, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

2023Employment Separation After Allegations

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

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Frequently Asked Questions

What services does Justin Wayne Rae offer?

Justin Wayne Rae specializes in Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Justin Wayne Rae's credentials?

Justin Wayne Rae holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Justin Wayne Rae located?

Justin Wayne Rae 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 Justin Wayne Rae charge for services?

Justin Wayne Rae'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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