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Kevin Lewis Penner

Parcion Private Wealth LLC

Bellevue, WA

CRD 6670953

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Employer firm

Parcion Private Wealth LLC CRD 305115

$2.95B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Parcion Private Wealth Llc

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-12-24
  • WA RA
    APPROVED
    Since 2021-12-24

Branch Locations

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • 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
Financial Resources Group Bellevue WA 01/2016 01/2020
Cornerstone Advisors, Inc. Bellevue WA 01/2020 09/2020
Pathstone Bellevue WA 10/2020 11/2021
Parcion Private Wealth Llc Bellevue WA 11/2021 Present
  • 01/2016 → 01/2020
    Financial Resources Group
    Bellevue, WA
  • 01/2020 → 09/2020
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 10/2020 → 11/2021
    Pathstone
    Bellevue, WA
  • 11/2021 → Present
    Parcion Private Wealth Llc
    Bellevue, WA
Previous Registrations
  • 2020-10-09 → 2021-11-15
    Pathstone
    Bellevue, WA
    Englewood, NJ
  • 2016-07-21 → 2020-10-19
    Frg Family Wealth Advisors
    Bellevue, WA
  • 2020-01-28 → 2020-09-30
    Cornerstone Advisors Inc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-21
  • S65 Uniform Investment Adviser Law Examination
    2016-07-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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