Bryant Engebretson has been Managing Principal of Tradewinds Capital Management since January 2012, is a control person of the firm and directly owns 75% or more of it. Bryant Engebretson holds a Bachelor of Science in Finance from Oral Roberts University.
Tradewinds Capital Management, LLC is a Bellingham, WA firm with $727M under management, 2,238 clients and 7 advisers in one office, as of its August 2026 filing.
Bryant Engebretson is Managing Principal of Tradewinds Capital Management, based in Bellingham, Washington. He has served clients in the financial services field since 1994. He founded Tradewinds Capital Management in 2008, after 15 years working with clients at brokerage firms including Edward Jones & Piper Jaffray and at the trading firm PenStar Trading.
Bryant Engebretson’s longest registration is the current one, 18 years at Tradewinds Capital Management since 2008. Before joining Tradewinds Capital Management in 2008, Bryant Engebretson was registered through Edward Jones.
- – present · 18 yearsBellingham, WA · Adviser representative · Firm CRD 145934
- Edward Jones– · 2 yearsBellingham, WA · Adviser representative · Firm CRD 250
Professional designations
Listed by Tradewinds Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Accredited Investment Fiduciary (AIF®)
- Chartered Advisor for Senior Living (CASL®)
- Accredited Estate Planner (AEP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Bryant Engebretson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2008; the most recent is Texas, in January 2010.
- TexasResidentSince 22 January 2010
- WashingtonSince 25 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2006 |
| Series 24 | General Securities Principal Examination | 13 November 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1994 |
| Series 7 | General Securities Representative Examination | 10 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryant James Engebretson
- CRD
- 2443248
- Firm
- Tradewinds Capital Management · CRD 145934
- Role
- Managing Principal
- Office
- 2211 RIMLAND DRIVE, SUITE 401, Bellingham, WA 98226
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tradewinds.com
Where does Bryant Engebretson work?
Bryant Engebretson has been Managing Principal of Tradewinds Capital Management, LLC since January 2012, and is a control person of the firm.
Is Bryant Engebretson a financial advisor?
Yes. Bryant Engebretson has a current investment-adviser registration in Texas and Washington, through Tradewinds Capital Management since March 2008.
How many years of experience does Bryant Engebretson have?
Bryant Engebretson has 20 years in the financial industry, since March 2006, across 2 adviser firms.
What exams has Bryant Engebretson passed?
Bryant Engebretson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in January 1994.
Where did Bryant Engebretson work before Tradewinds Capital Management?
Before Tradewinds Capital Management, Bryant Engebretson was registered through Edward Jones, March 2006 to March 2008.
Where is Bryant Engebretson based?
Bryant Engebretson’s registered office is in Bellingham, WA.
Is Bryant Engebretson registered with FINRA?
No. Bryant Engebretson has no current broker registration.
Is Bryant Engebretson a CFP?
Tradewinds Capital Management lists Bryant Engebretson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bryant Engebretson’s record?
Search CRD 2443248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryant Engebretson’s full registration record.