Bradley Boeck
Northwind Financial · Bend, Oregon
Bradley Boeck is a fee-only financial advisor at Northwind Financial in Bend, Oregon, who holds the ChFC credential. Northwind Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Northwind Financial |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $142.2M across 361 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OR, WA · CRD 4537399 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.northwindfinancial.com |
How Bradley's firm compares
- Northwind Financial's average account is about $394,000, from its Form ADV (assets managed divided by 361 accounts).
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Questions about Bradley
Is Bradley Boeck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Northwind Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Northwind Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Boeck based?
Bradley Boeck is based in Bend, Oregon.
What credentials does Bradley Boeck hold?
Bradley Boeck holds the ChFC credential.
Is Bradley Boeck registered with the SEC?
Yes. Bradley Boeck is registered as an investment adviser representative in OR and WA (CRD 4537399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northwind Financial manage?
Northwind Financial reports $142.2M across 361 accounts in assets under management.
How do I contact Bradley Boeck?
Through Bradley's website, www.northwindfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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