Best Investors Account Sign in
Inactive

Steven James Holwerda

Ferguson Wellman Capital Management, Inc.

Portland, OR

Claim This Profile
Current Employers
Ferguson Wellman Capital Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2015-09-21
TX RA APPROVED 2015-09-21
AZ RA APPROVED 2005-06-08
CA RA APPROVED 2005-03-16
OR RA APPROVED 2004-04-01
WA RA APPROVED 1997-12-15
  • LA RA
    APPROVED
    Since 2015-09-21
  • TX RA
    APPROVED
    Since 2015-09-21
  • AZ RA
    APPROVED
    Since 2005-06-08
  • CA RA
    APPROVED
    Since 2005-03-16
  • OR RA
    APPROVED
    Since 2004-04-01
  • WA RA
    APPROVED
    Since 1997-12-15

Branch Locations

888 Sw Fifth Ave., #1200, Portland, OR 97204 • 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
Ferguson Wellman Capital Management, Inc. Portland OR 01/1989 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1990-05-22
  • S65 Uniform Investment Adviser Law Examination
    1990-05-22
Designations

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor