Role at Ferguson Wellman Capital Management
- Title on Schedule A
- Managing Director
- Control
- Steven Holwerda is a control person of Ferguson Wellman Capital Management.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Steven Holwerda has held the filed role since January 1997.
The firm
Form ADV filed 9 June 2026
Career on record
Steven Holwerda has been registered through Ferguson Wellman Capital Management since February 1997.
- – present · 30 yearsPortland, OR · Adviser representative · Firm CRD 104692
- Passed Series 65 and Series 2 · 1990
Registrations and exams
Steven Holwerda has a current investment-adviser registration in Arizona, California, Louisiana, Oregon, Texas and Washington and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Arizona | Investment adviser representative | Approved | 8 June 2005 |
| California | Investment adviser representative | Approved | 16 March 2005 |
| Louisiana | Investment adviser representative | Approved | 21 September 2015 |
| Oregon | Investment adviser representative | Approved | 1 April 2004 |
| Texas | Investment adviser representative | Approved | 21 September 2015 |
| Washington | Investment adviser representative | Approved | 15 December 1997 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 1990 |
| Series 2 | Non-Member General Securities Examination | 29 May 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
Individual record
- Full name
- Steven James Holwerda
- CRD
- 2065379
- Registration status
- Investment adviser registration
- Office
- 888 SW FIFTH AVE., #1200, Portland, OR 97204
- Firm bio
- fergusonwellman.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Ferguson Wellman identifies Steve Holwerda as a managing director and portfolio manager. The firm says he previously worked with the University of Oregon athletic department and NCAA Volunteers for Youth, and earned a BS in economics from South Dakota State University and an MBA from the University of Oregon. Official firm biography
Common questions
Where does Steven Holwerda work?
Steven Holwerda has been Managing Director of Ferguson Wellman Capital Management, Inc. since January 1997, and is a control person of the firm.
Is Steven Holwerda a financial advisor?
Yes. Steven Holwerda has a current investment-adviser registration in Arizona, California, Louisiana, Oregon, Texas and Washington, through Ferguson Wellman Capital Management since February 1997, as of 17 October 2026.
How many years of experience does Steven Holwerda have?
Steven Holwerda has worked in the financial industry for 29 years as of 17 October 2026, counted from 13 February 1997, across 1 adviser firm.
What exams has Steven Holwerda passed?
Steven Holwerda has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in May 1990.
Where is Steven Holwerda based?
Steven Holwerda’s registered office is in Portland, OR.
Leadership at Ferguson Wellman Capital Management
- Ezra KoverChief Compliance Officer
- Ralph ColeDirector
- Joshua FrankelDirector
- George HosfieldChief Investment Officer - Director
- Jason NorrisDirector
- Dean DordevicPrincipal
- Nathan AyottePrincipal
- Bradley HoulePrincipal
- Mary LagoPrincipal
- Tari KinatederPrincipal