Tari L. Kinateder
Professional summary
Tari L Kinateder, who also goes by Tara Kinateder, Tari Leigh Kinateder, Tari Leigh O'gorman, Tari Leigh Ogorman, Tari Leigh Onopa, is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Tari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tari has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tari L Kinateder's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2017 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204January 12, 2012 - July 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 11, 2012 - July 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 2007 - November 8, 2011
ALLIANCEBERNSTEIN L.P.
January 12, 2007 - November 8, 2011
SANFORD C. BERNSTEIN & CO., LLC
Primary Firm SEC Registration
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/26/2017)
Exams
Current Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
Contact information
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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