Role at Ferguson Wellman Capital Management
- Title on Schedule A
- Principal
- Control
- Tari Kinateder is a control person of Ferguson Wellman Capital Management.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Tari Kinateder has held the filed role since December 2021.
The firm
Form ADV filed 9 June 2026
Career on record
Tari Kinateder has been registered through Ferguson Wellman Capital Management since July 2017, and before that through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Alliancebernstein L.p..
- – present · 9 yearsPortland, OR · Adviser representative · Firm CRD 104692
- Passed SIE · 2017
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsPortland, OR · Adviser representative · Firm CRD 7691
- Alliancebernstein L.p.– · 5 yearsSeattle, WA · Adviser representative · Firm CRD 108477
- Passed Series 7, Series 31 and Series 66 · 2007
Registrations and exams
Tari Kinateder has a current investment-adviser registration in Oregon and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Oregon | Investment adviser representative | Approved | 26 July 2017 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 March 2007 |
| SIE | Securities Industry Essentials Examination | 5 July 2017 |
| Series 31 | Futures Managed Funds Examination | 22 January 2007 |
| Series 7 | General Securities Representative Examination | 10 January 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Tari L Kinateder
- CRD
- 5216380
- Registration status
- Investment adviser registration
- Office
- 805 SOUTHWEST BROADWAY, SUITE 2100, Portland, OR 97205
- 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 Tara Kinateder as a principal and portfolio manager. The firm says she previously worked with U.S. Trust and AllianceBernstein and earned a BA from Brenau University. Official firm biography
Common questions
Where does Tari Kinateder work?
Tari Kinateder has been Principal of Ferguson Wellman Capital Management, Inc. since December 2021, and is a control person of the firm.
Is Tari Kinateder a financial advisor?
Yes. Tari Kinateder has a current investment-adviser registration in Oregon, through Ferguson Wellman Capital Management since July 2017, as of 18 October 2026.
How many years of experience does Tari Kinateder have?
Tari Kinateder has worked in the financial industry for 19 years as of 18 October 2026, counted from 4 April 2007, across 3 adviser firms.
What exams has Tari Kinateder passed?
Tari Kinateder has passed 4 licensing exams: the Series 7, Series 31, Series 66 and SIE. The earliest, the Series 7, was passed in January 2007.
Where did Tari Kinateder work before Ferguson Wellman Capital Management?
Before Ferguson Wellman Capital Management, Tari Kinateder was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2012 to July 2017; Alliancebernstein L.p., March 2007 to November 2011.
Where is Tari Kinateder based?
Tari Kinateder’s registered office is in Portland, OR.
Leadership at Ferguson Wellman Capital Management
- Ezra KoverChief Compliance Officer
- Ralph ColeDirector
- Joshua FrankelDirector
- Steven HolwerdaManaging Director
- George HosfieldChief Investment Officer - Director
- Jason NorrisDirector
- Dean DordevicPrincipal
- Nathan AyottePrincipal
- Bradley HoulePrincipal
- Mary LagoPrincipal