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Bradley B

ChFC®, Series 63, Series 65

Bend, OR

Northwind Financial LLC

Bradley Boeck is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Syndicated Capital Inc. since 2009 and is the owner of Northwind Financial LLC, where he has also been involved in health and life insurance sales. Northwind Financial LLC is a supported registered investment adviser serving individuals, including high-net-worth clients, retirement accounts, and a limited number of corporate clients. The firm provides discretionary portfolio management and standalone financial planning, managing approximately $142 million across roughly 168 clients with a three-advisor team.

General retirement planning Income planning Active portfolio management Options & derivatives strategies
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Joseph S

Series 65

Bend, OR

Northwind Financial LLC

Joseph Serrapede is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Northwind Financial LLC since 2026 and previously spent three years at Capstone Wealth Management Group, LLC. Outside of advising, he has worked in education with the Bend LaPine School District and held a role at Ger-Bear LLC. Northwind Financial LLC is a supported registered investment adviser serving individuals—including high-net-worth clients—retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using a combination of fundamental and technical analysis alongside third-party research and AI tools to customize client portfolios.

General retirement planning Income planning Active portfolio management Options & derivatives strategies
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Kevin S

CFP®, Series 63, Series 65

Bend, OR

Northwind Financial LLC

Kevin Serrapede is a CFP® with 22 years of industry experience, currently serving as an advisor at Northwind Financial LLC. He has worked at Capstone Wealth Management firms since 2004, including Capstone Wealth Management Group, Inc. for one year. Northwind Financial LLC is a small, supported registered investment adviser serving individuals, retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using customized asset allocation strategies that incorporate fundamental and technical analysis, alternative investments, and AI-assisted research.

General retirement planning Income planning Active portfolio management Options & derivatives strategies
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