Brett Patrick Norris
Investment adviser representative at Ferguson Wellman Capital Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ferguson Wellman Capital Management, Inc.Mar 2023 to now
- Keen Wealth AdvisorsJan 2021 to Mar 2023
- The Welch Group, LLCMay 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Ferguson Wellman Capital Management, Inc.
$10.7BAssets managed
1,085Clients
27Advisers
50 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
- 6697750
- Firm CRD
- 104692