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HB

Hans D. Berkenhoff

PARKSIDE FAMILY OFFICE
EDMONDS, WA
Some features on this profile are disabled
CRD#: 1732902
HB

Professional summary

Hans Dieter Berkenhoff, CFA, who also goes by Hans D. Berkenhoff, Hans Berkenhoff, is a registered financial advisor currently at PARKSIDE FAMILY OFFICE LLC located in Edmonds, Washington.

Hans is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Hans has worked at 3 firms and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hans D. Berkenhoff | Hans Berkenhoff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hans Dieter Berkenhoff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

December 4, 2025 - Present

PARKSIDE FAMILY OFFICE LLC

RIA
CRD#: 339242
EDMONDS, WA
Past

March 2, 1994 - May 13, 2003

BARKER & ASSOCIATES LLC

RIA
CRD#: 116209
EVERETT, WA
Past

August 28, 1991 - October 14, 2025

HARBOUR INVESTMENT MANAGEMENT L.L.C.

RIA
CRD#: 111166
EDMONDS, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(12/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/19/1987
Uniform Securities Agent State Law Examination

Current Firm

PF
PARKSIDE FAMILY OFFICE LLC
PARKSIDE FAMILY OFFICE LLC

CRD#: 339242 / SEC#: 801-134811

RIA
Registered Investment Advisory firm - (12/1/2025 120-Day Approval)
PREMIUM
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Contact information

Main Address
6410-139th Place S.w., Edmonds, WA 98026-3224
Mailing Address
Phone number
(425) 238-4356
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARKSIDE BROCHURE (11/25/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARKSIDE FAMILY OFFICE LLC

CRD#: 339242Edmonds, WA

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