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Stephen Kriha

20 Years of Experience
Sammamish, WA

Stephen Kriha is a registered investment advisor at Tenere Financial, based in Sammamish, WA, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$70.0M

Fee Structure

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

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Location

Sammamish, WA

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Tenere Financial
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Tenere LLC
May 2016 - March 2017 · 10 mos
Trutina Financial
February 2012 - January 2021 · 8 yrs 11 mos
Halbert Hargrove
April 2008 - March 2012 · 3 yrs 11 mos
Wellspring Financial Advisors L.L.C.
August 2005 - December 2008 · 3 yrs 4 mos
Northwestern Mutual Investment Services,llc
April 2005 - June 2005 · 2 mos
State Registrations2 states
TXWA
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.