Kevin Lewis Penner

CFP

9 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth

Parcion Private Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

175 clients

Average Client Portfolio

$14.4M average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$10M

Financial Planning:Included in AUM fee

Location

11980 NE 24th St, Suite 210, Bellevue, WA, 98005

Get directions

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.

Employment History

Current Registrations

Parcion Private Wealth LLC

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Pathstone

October 2020 - November 2021 · 1 yr 1 mo

Cornerstone Advisors INC

January 2020 - September 2020 · 8 mos

Frg Family Wealth Advisors

July 2016 - October 2020 · 4 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.