KT
KT

Kim Tennican

24 Years of Experience
Bellevue, WA

Kim Tennican is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Bellevue, WA, with 24 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
18 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11100 NE 8th St, Suite 400, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kim is a managing member of Shuksan Capital Ventures Group LLC, Giorno Piovoso Fund LLC, and Seattle Women's Impact Fund Management, LLC, all formed to hold personal investments and requiring minimal time. These activities are investment-related solely with respect to Kim's personal investments and do not involve the public or any clients.

Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
February 2002 - Present · 24 yrs 3 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.