Robert C. Stuermer

PEREGRINE ASSET ADVISERS

Bend, OR 97702

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CRD#: 7500585

Professional summary

Robert C Stuermer, who also goes by Charlie Stuermer, is a registered financial advisor currently at PEREGRINE ASSET ADVISERS, INC. located in Bend, Oregon.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Stuermer

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 Robert C Stuermer'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

January 23, 2025 - Present

PEREGRINE ASSET ADVISERS, INC.

Office #1: 15 Sw Colorado Ave Ste 4, Bend, OR 97702

RIA

CRD#: 115738

Bend, OR

Past

April 12, 2023 - December 11, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALT LAKE CITY, UT

Past

April 12, 2023 - December 11, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SALT LAKE CITY, UT

Past

June 14, 2022 - September 28, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SALT LAKE CITY, UT

Past

April 27, 2022 - September 28, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SALT LAKE CITY, UT

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".

PEREGRINE ASSET ADVISERS, INC.

NORTHLINE WEALTH MANAGEMENT | STRATEGY WEALTH MANAGEMENT, LLC | PEREGRINE CAPITAL MANAGEMENT, INC. | PEREGRINE ASSET ADVISERS, INC.

CRD#: 115738 / SEC#: 801-60608

RIA

Registered Investment Advisory firm - (10/3/2001 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
(1/23/2025)

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: 6/13/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/27/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/8/2022

Securities Industry Essentials Examination

Current Firm

PEREGRINE ASSET ADVISERS, INC.

NORTHLINE WEALTH MANAGEMENT | STRATEGY WEALTH MANAGEMENT, LLC | PEREGRINE CAPITAL MANAGEMENT, INC. | PEREGRINE ASSET ADVISERS, INC.

CRD#: 115738 / SEC#: 801-60608

RIA

Registered Investment Advisory firm - (10/3/2001 Approved)

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Contact information

Main Address

9755 Sw Barnes Rd Suite 610, Portland, OR 97225

Mailing Address

Phone number

(503) 459-4651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHLINE WEALTH MANAGEMENT UNDER PEREGRINE ASSET ADVISERS (2/12/2025)

PEREGRINE ASSET ADVISERS AND DBA NORTHLINE ADV PART2 A AND B (2/12/2025)

Regulatory assets under management

Total Number of Accounts	501
AUM (Assets Under Management)	$ 575,570,685

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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Advisor Monitoring

Firm Stability Insights

Robert C. Stuermer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert C Stuermer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PEREGRINE ASSET ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2022

Series 7TO

Date: 4/27/2022

SIE

Date: 3/8/2022

Current Firm

PEREGRINE ASSET ADVISERS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PEREGRINE ASSET ADVISERS, INC.

TRUST BUT VERIFY

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