Kristine Jean Stawinski
Investment adviser representative at Blue Water Wealth
14 yearsExperience
3 statesRegistered in
$472.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Blue Water Wealth, Inc.Jun 2023 to now
- Cetera Investment Advisers LLCAug 2021 to Jun 2023
- Cetera Investment Services LLCAug 2021 to Jun 2023
- Columbia BankJul 2021 to Mar 2023
- Fidelity InvestmentsFeb 2021 to May 2021
- Umpqua BankJun 2012 to Jan 2021
- Umpqua Investments, Inc.Jun 2012 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Blue Water Wealth
Legal name: Blue Water Wealth, Inc.
$472.8MAssets managed
404Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4681219
- Firm CRD
- 164432