Brenda K. Mccombs

CORDANT WEALTH PARTNERS

PORTLAND, OR 97210

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CRD#: 2951985

Professional summary

Brenda Kay Mccombs, who also goes by Brenda Kay Arthur, is a registered financial advisor currently at CORDANT WEALTH PARTNERS located in Portland, Oregon.

Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brenda has worked at 5 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brenda Kay Arthur

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 Brenda Kay Mccombs'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®

None

Experience

Current

September 14, 2010 - Present

CORDANT WEALTH PARTNERS

Office #1: 2175 Nw Raleigh St. Suite 110, Portland, OR 97210

RIA

CRD#: 152395

PORTLAND, OR

Past

June 1, 2009 - September 30, 2010

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 1, 2009 - September 30, 2010

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PORTLAND, OR

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PORTLAND, OR

Past

September 20, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PORTLAND, OR

Past

July 19, 1999 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PORTLAND, OR

Past

October 30, 1997 - June 18, 1999

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

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".

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 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

Oregon
(9/14/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/18/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/29/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/3/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 7/15/2005

General Securities Sales Supervisor - General Module Examination

Current Firm

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

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Contact information

Main Address

2175 Nw Raleigh St. Suite 110, Portland, OR 97210

Mailing Address

Phone number

(503) 621-9207

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDANT COMBINED FORM CRS AND FIRM BROCHURE (09.10.2025) (9/10/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 337,694,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2024	Cover Page	Report
10/10/2023	Cover Page	Report

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.

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Brenda K. Mccombs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Kay Mccombs's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

CORDANT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2006

Series 63

Date: 11/13/1997

Series 31

Date: 8/18/2007

Series 7

Date: 10/29/1997

Series 9

Date: 1/3/2006

Series 10

Date: 7/15/2005

Current Firm

CORDANT WEALTH PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORDANT WEALTH PARTNERS

TRUST BUT VERIFY

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