Broker Check
Bradley J. Boeck

Bradley J. Boeck

Owner / Investment Advisor

As owner of Northwind Financial, B.J. brings an independent perspective to your financial planning and investment management. He offers a unique investment philosophy where his clients can benchmark their success at all times.  With more than 24 years of experience in the financial services industry, B.J. provides clients throughout the Pacific Northwest with a level of attention and service few other firms can match.

B.J. holds a degree in Economics from the University of California at Santa Barbara. As a Chartered Financial Consultant (ChFC), he has shown a commitment to the highest levels of financial planning knowledge and ethics. In addition, B.J. is an active member of the Financial Planning Association.

Certifications & Licenses

  • NASD Series 65
  • NASD Series 7
  • NASD Series 6
  • NASD Series 63
  • Licensed, independent insurance agent for Annuities, Life, Health, Disability, Long Term Care (Oregon & Washington)
  • Chartered Financial Consultant (ChFC)