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Steven James Holwerda

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon
Series 2, Series 65Clean record29 years registeredFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 2065379Firm CRD# 104692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven James Holwerda · PORTLAND, OR
Registration
CRD #2065379 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Feb 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · February 14, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692 · SEC 801-11188
AUM
$8.4B
Regulatory assets under management
Employees
60
4,068 client accounts
Services offered by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Steven James Holwerda offer?
Steven James Holwerda specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Steven James Holwerda's credentials?
Steven James Holwerda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven James Holwerda located?
Steven James Holwerda is based in PORTLAND, Oregon, working with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Steven James Holwerda charge for services?
Steven James Holwerda's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Joshua D Frankel
PORTLAND, OR
Jason David Norris
PORTLAND, OR
Mary Elizabeth Lago
PORTLAND, OR
Bradley Hunter Houle
PORTLAND, OR
James Harold Rudd
PORTLAND, OR
Marc Florin Fovinci
PORTLAND, OR

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Research
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