Kim Marie Tennican

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1989 → 04/2021
  Berntson Porter & Company, Pllc
  Bellevue, WA
• 02/2002 → Present
  Berntson Porter Wealth Management, Llc
  Bellevue, WA
• 05/2021 → Present
  Cbiz Berntson Porter
  Bellevue, WA

Other Businesses

Shuksan Capital Ventures Group LLC Investment-related 5722 E Green Lake Way N, Seattle, WA 98103 Nature of Business: Holds personal investments - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 07/21/2004 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Giorno Piovoso Fund LLC Investment-related 5722 E Green Lake Way N, Seattle, WA 98103 Nature of Business: Holds personal investments - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 11/06/2005 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Seattle Women's Impact Fund Management, LLC Investment-related 5722 E Green Lake Way N, Seattle, WA 98103 Nature of Business: Holds personal investments - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 01/26/2015 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-07

Other Names

• Kim Marie Gregoris