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Bryant James Engebretson

TRADEWINDS CAPITAL MANAGEMENT, LLC·BELLINGHAM, Washington
Series 7, Series 24, Series 63, Series 6520 years registeredTRADEWINDS CAPITAL MANAGEMENT, LLC
2211 RIMLAND DRIVE, BELLINGHAM, WA 98226CRD# 2443248Firm CRD# 145934

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryant James Engebretson · BELLINGHAM, WA
Registration
CRD #2443248 · TRADEWINDS CAPITAL MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

TRADEWINDS CAPITAL MANAGEMENT, LLC
Mar 2008 – present
EDWARD JONES
Mar 2006 – Mar 2008
BELLINGHAM, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 14, 2006
Years registered · 20
03

Disclosure History

2023Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD 145934 · SEC 801-68789
AUM
$524M
Regulatory assets under management
Employees
10
2,483 client accounts
Services offered by TRADEWINDS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRADEWINDS CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bryant James Engebretson offer?
Bryant James Engebretson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are Bryant James Engebretson's credentials?
Bryant James Engebretson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryant James Engebretson located?
Bryant James Engebretson is based in BELLINGHAM, Washington, working with TRADEWINDS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does Bryant James Engebretson charge for services?
Bryant James Engebretson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEWINDS CAPITAL MANAGEMENT, LLC?
TRADEWINDS CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRADEWINDS CAPITAL MANAGEMENT, LLC

Donald Bradley Pence
BELLINGHAM, WA
Kyle B Jackson
BELLINGHAM, WA

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