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Norman Haugen

Berntson Porter Wealth Management, LLC

Bellevue, WA

CRD 4525792

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Employer firm

Berntson Porter Wealth Management, LLC CRD 116276

165 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Berntson Porter Wealth Management, Llc

11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2002-03-13
  • WA RA
    APPROVED
    Since 2002-03-13

Branch Locations

11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • 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
Berntson Porter & Company, Pllc Bellevue WA 10/1987 04/2021
Berntson Porter Wealth Management, Llc Bellevue WA 03/2002 Present
Cbiz Berntson Porter Bellevue WA 05/2021 Present
Mayer Hoffman Mccann Pc Bellevue WA 05/2021 Present
  • 10/1987 → 04/2021
    Berntson Porter & Company, Pllc
    Bellevue, WA
  • 03/2002 → Present
    Berntson Porter Wealth Management, Llc
    Bellevue, WA
  • 05/2021 → Present
    Cbiz Berntson Porter
    Bellevue, WA
  • 05/2021 → Present
    Mayer Hoffman Mccann Pc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-07
  • S65 Uniform Investment Adviser Law Examination
    2002-03-07

View on SEC IAPD

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