Bryant Engebretson
Tradewinds Capital Management · Bellingham, Washington
Bryant Engebretson is a fee-only financial advisor at Tradewinds Capital Management in Bellingham, Washington, who holds the CFP and ChFC credentials. Tradewinds Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tradewinds Capital Management |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $727.3M across 2,268 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, WA · CRD 2443248 |
| Exams passed | Series 63 (1994) · Series 65 (2006) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tradewinds-cm.com |
How Bryant's firm compares
- Tradewinds Capital Management's average account is about $321,000, from its Form ADV (assets managed divided by 2,268 accounts).
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Questions about Bryant
Is Bryant Engebretson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryant holds no broker registration, and Tradewinds Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryant charge for financial advice?
Bryant's firm, Tradewinds Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryant Engebretson based?
Bryant Engebretson is based in Bellingham, Washington.
What credentials does Bryant Engebretson hold?
Bryant Engebretson holds the CFP and ChFC credentials.
Is Bryant Engebretson registered with the SEC?
Yes. Bryant Engebretson is registered as an investment adviser representative in TX and WA (CRD 2443248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Tradewinds Capital Management manage?
Tradewinds Capital Management reports $727.3M across 2,268 accounts in assets under management.
How do I contact Bryant Engebretson?
Through Bryant's website, www.tradewinds-cm.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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