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Tari L Kinateder

Ferguson Wellman Capital Management, Inc.

Portland, OR

CRD 5216380

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Employer firm

Ferguson Wellman Capital Management, Inc. CRD 104692

$10.7B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ferguson Wellman Capital Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-03
  • OR RA
    APPROVED
    Since 2025-01-03

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
U.S. Trust Portland OR 12/2011 07/2017
Ferguson Wellman Capital Management Portland OR 07/2017 Present
  • 12/2011 → 07/2017
    U.S. Trust
    Portland, OR
  • 07/2017 → Present
    Ferguson Wellman Capital Management
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-09
  • S66 Uniform Combined State Law Examination
    2007-03-09
Other Names
  • Tari Leigh Ogorman
  • Tari Leigh O'GOrman
  • Tari Leigh Onopa
  • Tari Leigh Kinateder
  • Tara Kinateder

View on SEC IAPD

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