Steven J. Holwerda
FERGUSON WELLMAN CAPITAL MANAGEMENT
PORTLAND, OR 97204
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CRD#: 2065379
Professional summary
Steven James Holwerda is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Steven has worked at 1 firm and has passed the Series 65 and Series 2 exams.
Question & Answer
What is your minimum asset requirement?
4M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Steven James Holwerda's 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®
NoneExperience
Current
February 14, 1997 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw Fifth Ave., #1200, Portland, OR 97204RIA
CRD#: 104692
PORTLAND, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | WEST BEARING INVESTMENTS | FERGUSON WELLMAN RUDD PURDY & VAN WINKLE INC
CRD#: 104692 / SEC#: 801-11188
RIA
Registered Investment Advisory firm - (12/1/1975 Approved)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
Arizona(6/8/2005)
IAR
California(3/16/2005)
IAR
Louisiana(9/21/2015)
IAR
Oregon(4/1/2004)
IAR
Texas(9/21/2015)
IAR
Washington(12/15/1997)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 5/29/1990
Non-Member General Securities ExaminationCurrent Firm
FW
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | WEST BEARING INVESTMENTS | FERGUSON WELLMAN RUDD PURDY & VAN WINKLE INC
CRD#: 104692 / SEC#: 801-11188
RIA
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Contact information
Main Address
888 Sw 5th Ave Ste 1200, Portland, OR 97204
Mailing Address
500 108th Avenue Ne Suite 950, Bellevue, WA 98004
Phone number
(503) 226-1444
Established
Firm type
Fiscal year end
# of Employees
63
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,418 |
| AUM (Assets Under Management) | $ 8,992,352,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2025 | ||
| 02/17/2024 | ||
| 02/28/2023 |
Red Flags
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Company Information
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692Portland, OR 97204TRUST BUT VERIFY
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Contact information
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