KR
Kess T. Romano
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CRD#: 4655451
KR
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kess Thomas Romano was a registered financial professional .
Kess is a previously registered financial professional and started their career in finance in 2013. Kess had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
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.
I OWN, OPERATE AND/OR MANAGE VARIOUS REAL ESTATE ENTITIES INVOLVED IN COMMERICIAL LENDING, REAL ESTATE DEVELOPMENT, PROPERTY ACQUISITION & DISPOSITION, ETC. THESE ENTITIES ARE, IN PART, LISTED BELOW AND ARE ALL LOCATED AT 4660 NE 77TH AVENUE, STE 200, VANCOUVER, WA 98662: 2 Creeks Camas, LLC (UBI # 604-029-725) Formed 8/17/16 Nature of Business: Real estate holding & investing Position/title: Owner 2 Creeks Camas Holdings, LLC (UBI # 604-058-219) Formed 11/14/16 Nature of Business: Real estate holding Position/title: Owner 2 Creeks Construction, LLC (UBI # 604-029-336) Formed 8/17/16 Nature of Business: Construction company (builds homes) Position/title: Owner 2 Creeks Engineering, LLC (UBI # 604-083-637) Formed 1/26/17 Nature of Business: Engineering company Position/title: Owner 2 Creeks Select, LLC (UBI # 604-040-070) Formed 9/21/16 Nature of Business: Real estate holding & investing Position/title: Owner 46 Oaks, LLC (UBI # 603-163-245) Formed 12/5/11 Nature of Business: Real estate holding & investing Position/title: Owner 46 Oaks Holdings, LLC (UBI # 603-173-144) Formed 1/12/12 Nature of Business: Real estate holding Position/title: Owner 46 Oaks Management, LLC (UBI # 603-172-515) Formed 1/10/12 Nature of Business: Manages real estate assets (for our own holding companies) Position/title: Owner 325 Emerson, LLC (UBI # 604-173-173) Formed 9/26/17 Nature of Business: Real estate holding & investing Position/title: Manager Boulder Ridge, LLC (UBI # 604-615-689) Formed 6/3/20 Nature of Business: Construction of Boulder Ridge Plat Position/title: Owner Boulder Ridge, LLC (UBI # 604-615-689) Formed 6/3/20 Nature of Business: Construction of Boulder Ridge Cascadia NW, LLC (UBI # 604-183-298) Formed 10/27/17 Nature of Business: Real estate company (sells real estate) Position/title: Owner Cascadia Property Group, LLC (UBI # 604-111-683) Formed 4/6/17 Nature of Business: Real estate company (sells real estate) Position/title: Owner Cedars Construction, LLC (UBI # 604-168-267) Formed 9/13/17 Nature of Business: Construction company (builds homes) Position/title: Owner Columbia Advantage, LLC (UBI # 603-411-787) Formed 6/12/14 Nature of Business: Real estate holding Position/title: Manager CP 200 Assets, LLC (UBI # 604-779-472) Formed 07/21/21 Nature of Business: Holding Company Position/title: Manager Creekside Advantage, LLC (UBI # 603-499-449) Formed 4/23/15 Nature of Business: Real estate holding Position/title: Manager Creekside 1031 Management, LLC (UBI # 603-511-454) Formed 5/31/15 Nature of Business: Manages real estate assets (for our own holding companies) Position/title: Owner Creekside Management, LLC (UBI # 603-492-525) Formed 3/30/15 Nature of Business: Manages real estate assets (for our own holding companies) Position/title: Owner Creekside Select, LLC (UBI # 603-492-473) Formed 3/30/15 Nature of Business: Real estate investing Position/title: Manager Creekwood, LLC (UBI # 603-440-128) Formed 9/29/14 Nature of Business: Real estate holding Position/title: Owner Creekwood II, LLC (UBI # 603-426-124) Formed 8/5/14 Nature of Business: Real estate holding Position/title: Owner Eastpoint, LLC (UBI # 604-025-882) Formed 9/9/16 Nature of Business: Real estate holding & investing Position/title: Owner First Street Property Development, LLC (UBI # 604-313-702) Formed 7/31/18 Nature of Business: Real estate holding Position/title: Owner First Street Station Manager, LLC (UBI # 604-673-894) Formed 12/4/20 Nature of Business: Management of First Street Station RC LLC Position/title: Member and Manager LH 192, LLC (UBI # 604-148-649) Formed 7/18/17 Nature of Business: Real estate holding & investing Position/title: Manager and Member MIB Solutions, LLC (UBI # 603-332-648) Formed 9/10/13 Nature of Business: New construction real estate buy and sell Position/title: Manager NW Equity Lending, LLC (UBI # 604-752-659) Formed 5/13/21 Nature of Business: Originate and Service Loans Position/title: Manager
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
February 12, 2013 - July 22, 2024
CAPITAL PRESERVATION MANAGEMENT
RIA
CRD#: 156188
VANCOUVER, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
CP
CAPITAL PRESERVATION MANAGEMENT
CAPITAL PRESERVATION MANAGEMENT | ROMANO, KESSEDTH THOMAS | ROMANO, KESS | CAPITAL PRESERVATION MANAGEMENT, LLC
CRD#: 156188 / SEC#:
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Contact information
Main Address
4660 Ne 77th Avenue Suite 200, Vancouver, WA 98662
Mailing Address
Phone number
(360) 910-1413
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 100,048,630 |
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.
