Brian Vowinkel
Brian Vowinkel is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Bellevue, WA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
11100 NE 8th St, Suite 400, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian serves on the board of directors for three companies: Artificial Intelligence Research Corp, MyForis, and Elephant Arms. He spends minimal time on each of these non-investment related activities, focusing on strategic direction.
Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
Previous Registrations
Bordeaux Wealth Advisors
Coldstream Wealth Management
Coldstream Securities, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Ranger Select LLC
City National Securities, INC.Broker
Convergent Wealth Advisors, LLC
Lydian Securities CompanyBroker
Lydian Wealth Management Company, LLC
Goldman, Sachs & CO.Broker
State Registrations1 state
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