Advisors at this firm
Grant K
Series 65
Portland, OR
Peregrine Asset Advisers, Inc.
Grant Kerger is a financial advisor at Peregrine Asset Advisers, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been involved with Pumpkin Ridge Country Club for 30 years. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management, financial planning, and selective investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that incorporates macroeconomic, fundamental, and technical analysis.
Daniel B
Series 63, Series 66
Portland, OR
Peregrine Asset Advisers, Inc.
Daniel Botti is a financial advisor with Peregrine Asset Advisers, Inc. in Portland, OR, holding Series 63 and 66 licenses and bringing 24 years of industry experience. He has been associated with Merrill since 1984. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million across several hundred client relationships, employing a dynamic investment approach that combines macroeconomic, fundamental, and technical analysis with strategies for appreciation, income, and active trading.
Gunnar M
Series 66
Bend, OR
Peregrine Asset Advisers, Inc.
Gunnar Marino is a financial advisor at Peregrine Asset Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Fisher Investments. Peregrine Asset Advisers, Inc. offers discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis.
Robert S
Series 66
Bend, OR
Peregrine Asset Advisers, Inc.
Robert Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with three years of industry experience. He holds a Series 66 credential and has previously worked at Northline Wealth Management LLC, Bank of America, Merrill, and Wells Fargo Clearing Services. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and selective investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis across various strategies, including active trading and occasional use of short selling and options.
Jeffrey S
Series 63, Series 65
Bend, OR
Peregrine Asset Advisers, Inc.
Jeffrey Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mutual Securities, Inc. and Northline Wealth Management LLC. Outside of advising, he is involved as a managing member of a hay and cattle ranch and as a general partner in a farm equipment financing business. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis, serving several hundred client relationships mostly on a discretionary basis.
John K
Series 63, Series 65
Bend, OR
Peregrine Asset Advisers, Inc.
John Kingery is a financial advisor at Peregrine Asset Advisers, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Northline Wealth Management since 2009. Outside of his advisory role, he serves as a director and officer of a family-owned real estate and investment company. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis.