Bend, OR SW Colorado Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Peregrine Asset Advisers, Inc.
Team
Firm-wide stats for Peregrine Asset Advisers, Inc.
About
Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) is a registered investment adviser that provides discretionary portfolio management, financial planning and, in select cases, investment supervisory services to individuals, families, trusts, businesses and retirement plans. The firm reports managing approximately $575 million as of December 31, 2024 and serves several hundred client relationships, with most accounts managed on a discretionary basis.
The adviser describes a holistic, “dynamic investment management” approach that blends macroeconomic, fundamental and technical analysis and employs strategies for appreciation, income and active trading; it also discloses the use of short selling, margin and occasional options and may place client assets with other managers or private funds for certain wealthy clients. PAA provides quarterly performance reporting and works with client-directed constraints, while noting that realized gains are often short-term and that certain investments (e.g., MLPs) can add tax and reporting complexity.
Compared with many peer teams, the firm’s public materials and referral disclosures reflect a more active marketing posture: the brochure lists the firm’s website and DBA, discloses that it may compensate non‑employee referrers (though none are currently active), and notes the use of testimonials and endorsements in advertising. The firm also documents some uncommon operational practices in its brochure—most notably a 17.5% administrative fee retained by Chicago Clearing on class‑action recoveries, the acceptance of occasional zero‑fee accounts, and separate fee arrangements for Northline’s client segment—which differentiate its structure and service presentation from many peers.
Based on Peregrine Asset Advisers, Inc.
Expertise
Based on Peregrine Asset Advisers, Inc.
Location
15 SW Colorado Ave, Suite 4
Bend OR 97702
Advisors at this office
3
Advisors at this office
Robert S
Series 66
Bend, OR
Peregrine Asset Advisers, Inc.
Robert Stuermer is a financial advisor with Peregrine Asset Advisers, Inc. He holds a Series 66 designation and has three years of industry experience. His prior employment includes roles at Northline Wealth Management, Bank of America, Merrill, and Wells Fargo Clearing Services. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis.
Jeffrey S
Series 63, Series 65
Bend, OR
Peregrine Asset Advisers, Inc.
Jeffrey Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Securities, Inc., Northline Wealth Management LLC, and UBS Financial Services. Outside of financial advising, he is involved as a managing member and owner of a hay and cattle ranch and serves as a general partner in a farm equipment financing business. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that combines macroeconomic, fundamental, and technical analysis, utilizing strategies including active trading, short selling, margin, and options.
John K
Series 63, Series 65
Bend, OR
Peregrine Asset Advisers, Inc.
John Kingery is a financial advisor with Peregrine Asset Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He worked at Northline Wealth Management from 2009 to 2023. Outside of his advisory role, he serves as a director and officer of a family-owned real estate and investment company. Peregrine Asset Advisers, Inc., dba Northline Wealth Management, provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis.
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