Best Investors
Account
Sign in
Best Investors
Account
Sign in
Northwind Financial LLC CRD 342069
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2445 Ne Division St Ste 204, Bend, OR 97703-3568 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-07 |
Branch Locations
2445 Ne Division St Ste 204, Bend, OR 97703-3568 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bend | OR | 08/2023 | 10/2023 |
| Ger-Bear Llc | Bend | OR | 03/2023 | 07/2023 |
| Bend Lapine School District | Bend | OR | 09/2022 | 03/2023 |
| Ger-Bear Llc | Bend | OR | 01/2022 | 08/2022 |
| Unemployed | Bend | OR | 10/2020 | 01/2022 |
| United Parcel Service | Bend | OR | 09/2016 | 10/2020 |
| United Parcel Service | Bend | OR | 01/2016 | 09/2016 |
| Capstone Wealth Management Group, Llc | Bend | OR | 11/2023 | 06/2026 |
| Northwind Financial Llc | Bend | OR | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-29 |
Reach out to this advisor