Brian R. Vowinkel

BERNTSON PORTER WEALTH MANAGEMENT

Bellevue, WA 98004

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CRD#: 4263104

Professional summary

Brian Russell Vowinkel is a registered financial advisor currently at BERNTSON PORTER WEALTH MANAGEMENT, LLC located in Bellevue, Washington.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 11 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 3 exams.

Question & Answer

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.

6/2019- Artificial Intelligence Research Corp., non-investment related; 800 Bellevue Way NE, Suite 600, Bellevue WA 98004; Board of Directors position with 0.25% equity ownership; less than 1% of time spent during nontrading hours; responsible for strategic direction. 8/2018- MyForis, non-investment related; 14440 E Sweetwater Avenue, Scottsdale AZ 85259; outdoor adventure booking tool for retail buyers and back office processor for suppliers; Board of Directors position with 1% equity ownership; less than 1% of time spent during nontrading hours; responsible for strategic direction. 11/2020- Elephant Arms., non-investment related; 2111 94th Avenue NE, Clyde Hill WA 98004; primer manufacturing; Board of Directors position with 10% equity ownership; less than 1% of time spent during nontrading hours; responsible for strategic direction.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Russell Vowinkel'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®

None

Experience

Current

June 25, 2024 - Present

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Office #1: 11100 Ne 8th St Suite 400, Bellevue, WA 98004

RIA

CRD#: 116276

Bellevue, WA

Past

September 29, 2021 - April 9, 2024

BORDEAUX WEALTH ADVISORS

RIA

CRD#: 287758

Bellevue, WA

Past

March 7, 2019 - September 10, 2021

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 108805

Seattle, WA

Past

March 7, 2019 - September 10, 2021

COLDSTREAM SECURITIES, INC.

CRD#: 46835

Seattle, WA

Past

September 10, 2012 - June 11, 2014

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SEATTLE, WA

Past

July 27, 2012 - June 11, 2014

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

SEATTLE, WA

Past

May 23, 2011 - June 1, 2012

RANGER SELECT LLC

RIA

CRD#: 157781

SEATTLE, WA

Past

July 20, 2007 - October 15, 2010

CITY NATIONAL SECURITIES, INC.

CRD#: 103705

LOS ANGELES, CA

Past

May 3, 2007 - October 15, 2010

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

KIRKLAND, WA

Past

March 6, 2002 - June 16, 2006

FORTIGENT SECURITIES COMPANY, LLC.

CRD#: 46022

ROCKVILLE, MD

Past

February 27, 2002 - May 3, 2007

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

RIA

CRD#: 107659

KIRKLAND, WA

Past

October 19, 2000 - November 27, 2001

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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
(6/25/2024)

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 66

Date: 1/31/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/15/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2000

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/26/2000

National Commodity Futures Examination

Current Firm

BERNTSON PORTER WEALTH MANAGEMENT, LLC

BERNTSON PORTER WEALTH MANAGEMENT, LLC | BERTSON PORTER WEALTH MANAGEMENT, LLC

CRD#: 116276 / SEC#:

Arizona

Registered Investment Advisory firm - (9/13/2018 Approved)

California

Registered Investment Advisory firm - (6/7/2007 Approved)

Hawaii

Registered Investment Advisory firm - (9/6/2023 Approved)

Idaho

Registered Investment Advisory firm - (10/24/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/31/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (3/5/2013 Approved)

Montana

Registered Investment Advisory firm - (2/5/2020 Approved)

Nevada

Registered Investment Advisory firm - (6/30/2025 Approved)

Oregon

Registered Investment Advisory firm - (5/13/2025 Approved)

Washington

Registered Investment Advisory firm - (10/2/2001 Approved)

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Contact information

Main Address

11100 Ne 8th St Suite 400, Bellevue, WA 98004

Mailing Address

Phone number

(425) 454-7990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Brian R. Vowinkel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Russell Vowinkel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BORDEAUX WEALTH ADVISORS

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM SECURITIES, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

RANGER SELECT LLC

CITY NATIONAL SECURITIES, INC.

CONVERGENT WEALTH ADVISORS, LLC

FORTIGENT SECURITIES COMPANY, LLC.

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2019

Series 7TO

Date: 3/15/2024

SIE

Date: 1/15/2019

Series 7

Date: 10/18/2000

Series 3

Date: 9/26/2000

Current Firm

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

BERNTSON PORTER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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