Kristine
Stawinski
Blue Water Wealth
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About this Advisor
Kristine Stawinski is a financial advisor based in Portland, Oregon, working with Blue Water Wealth. Kristine has previously held positions at Umpqua Investments, Inc, Umpqua Bank, Fidelity Investments, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Columbia Bank, and Blue Water Wealth, Inc. Kristine has passed the Series 66 regulatory exam and is registered to provide services in Oregon, Texas, and Washington. Currently, Kristine is part of Blue Water Wealth, which operates out of Portland, Oregon. The firm has 1 office and 17 employees. The firm manages assets totaling $317.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Blue Water Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Water Wealth Brokerage Details
$317,073,465
17
1,021
$310,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kristine Stawinski Work History
Blue Water Wealth, Inc
Fidelity Investments
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Columbia Bank
Umpqua Investments, Inc
Umpqua Bank
Disclosures
Please visit the SEC profile of Kristine Stawinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Water Wealth
Seattle, WA
Portland, OR
Seattle, WA
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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