AdFi
KJ

Kristine Jean Stawinski

Investment Adviser Representative at BLUE WATER WEALTH

Portland, ORCRD #4681219Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
3 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kristine Jean Stawinski has worked in the securities industry since 2004. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Oregon, Texas, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
OregonTexasWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/20/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/29/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.50%
$500,001 - $1,000,0001.25%
$1,000,001 - $3,000,0001.00%
$3,000,001 - $10,000,0000.75%
$10,000,001 and greater0.50%
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BLUE Water Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUE WATER WEALTHCurrent
6/28/2023Portland, OR
CETERA INVESTMENT ADVISERS LLC
8/3/20216/12/2023Lake Oswego, OR
FIDELITY PERSONAL AND WORKPLACE ADVISORS
4/17/20215/20/2021Tigard, OR
UMPQUA INVESTMENTS, INC.
6/26/20121/22/2021Portland, OR
WELLS FARGO ADVISORS, LLC
1/3/20116/26/2012Tualatin, OR
WELLS FARGO INVESTMENTS, LLC
10/21/20031/3/2011Tualatin, OR

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kristine Jean Stawinski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Kristine Jean Stawinski - Financial Advisor in Portland, OR | AdvisorFinder