Kevin Serrapede
Northwind Financial · Bend, Oregon
Kevin Serrapede is a fee-only financial advisor at Northwind Financial in Bend, Oregon, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in OH, OR, WA · CRD 2074389 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.northwindfinancial.com |
How Kevin'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 Kevin
Is Kevin Serrapede a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Northwind Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Serrapede based?
Kevin Serrapede is based in Bend, Oregon.
What credentials does Kevin Serrapede hold?
Kevin Serrapede holds the CFP credential.
Is Kevin Serrapede registered with the SEC?
Yes. Kevin Serrapede is registered as an investment adviser representative in OH, OR and WA (CRD 2074389), 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 Kevin Serrapede?
Through Kevin'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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