AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KS

Kristine J. Stawinski

BLUE WATER WEALTH
PORTLAND, OR 97225
Some features on this profile are disabled
CRD#: 4681219
KS

Professional summary

Kristine Jean Stawinski, who also goes by Kristine Jean Deroos, Kris Stawinski, is a registered financial advisor currently at BLUE WATER WEALTH located in Portland, Oregon.

Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kristine has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristine Jean Deroos | Kris Stawinski

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.
BEAUTYCOUNTER.COM; NOT INVESTMENT RELATED; PORTLAND, OREGON; SKIN CARE SALES, BEAUTY CONSULTANT, 4 HRS/MONTH, 0 DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristine Jean Stawinski'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

June 28, 2023 - Present

BLUE WATER WEALTH

Office #1: 500 Sw 116th Avenue, Portland, OR 97225
RIA
CRD#: 164432
PORTLAND, OR
Past

August 3, 2021 - June 12, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
LAKE OSWEGO, OR
Past

August 2, 2021 - June 12, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
LAKE OSWEGO, OR
Past

April 17, 2021 - May 20, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TIGARD, OR
Past

March 22, 2021 - May 19, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TIGARD, OR
Past

June 26, 2012 - January 22, 2021

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 1254
PORTLAND, OR
Past

June 26, 2012 - January 22, 2021

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR
Past

January 3, 2011 - June 26, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TUALATIN, OR
Past

January 3, 2011 - June 26, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TUALATIN, OR
Past

October 21, 2003 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
TUALATIN, OR
Past

September 1, 2003 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
TUALATIN, 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".
BW
BLUE WATER WEALTH
BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA
Registered Investment Advisory firm - (4/6/2018 Approved)
California
Registered Investment Advisory firm - (5/10/2018 Terminated)
Texas
Registered Investment Advisory firm - (4/10/2018 Terminated)
Washington
Registered Investment Advisory firm - (4/18/2018 Terminated)

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
(6/28/2023)
IAR
Texas
(12/6/2023)
IAR
Washington
(6/28/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/20/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2003
General Securities Representative Examination

Current Firm

BW
BLUE WATER WEALTH
BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA
Registered Investment Advisory firm - (4/6/2018 Approved)
California
Registered Investment Advisory firm - (5/10/2018 Terminated)
Texas
Registered Investment Advisory firm - (4/10/2018 Terminated)
Washington
Registered Investment Advisory firm - (4/18/2018 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
500 Sw 116th Avenue, Portland, OR 97225
Mailing Address
Phone number
(503) 296-8700
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts1,078
AUM (Assets Under Management)$ 384,236,117

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

BLUE WATER WEALTH

CRD#: 164432Portland, OR 97225

TRUST BUT VERIFY

Monitor Kristine Stawinski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.