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Current Employers
Ferguson Wellman Capital Management, Inc.

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-26
MT RA APPROVED 2026-03-26
VA RA APPROVED 2026-03-26
WY RA APPROVED 2026-03-26
ID RA APPROVED 2026-03-25
MD RA APPROVED 2026-03-25
MN RA APPROVED 2026-03-25
NV RA APPROVED 2026-03-25
TX RA APPROVED 2026-03-25
  • IL RA
    APPROVED
    Since 2026-03-26
  • MT RA
    APPROVED
    Since 2026-03-26
  • VA RA
    APPROVED
    Since 2026-03-26
  • WY RA
    APPROVED
    Since 2026-03-26
  • ID RA
    APPROVED
    Since 2026-03-25
  • MD RA
    APPROVED
    Since 2026-03-25
  • MN RA
    APPROVED
    Since 2026-03-25
  • NV RA
    APPROVED
    Since 2026-03-25
  • TX RA
    APPROVED
    Since 2026-03-25

Branch Locations

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Vancouver WA 06/2013 07/2020
Harlow Wealth Management, Inc. Vancouver WA 12/2020 12/2020
Not Employed Vancouever WA 07/2020 11/2020
Great Northern Asset Management, Llc Vancouver WA 01/2021 01/2026
Ferguson Wellman Capital Management, Inc. Portland OR 01/2026 Present
Previous Registrations
Other Businesses

REAL ESTATE OWNERSHIP; SINGLE FAMILY; VANCOUVER, WA 98684; INVESTMENT RELATED; JANUARY 2014.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-12
S66 Uniform Combined State Law Examination 2011-06-16
  • S65 Uniform Investment Adviser Law Examination
    2013-08-12
  • S66 Uniform Combined State Law Examination
    2011-06-16
Other Names
  • Sheri Marie Sanders
  • Sheri Marie Peck
  • Sheri Marie Peck
  • Sheri Marie Baglio
  • Sheri Marie Sanders

View on SEC IAPD

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