Owen Patrick Quast
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Tumwater Wealth Management, LLCJan 2026 to now
- Edward JonesAug 2025 to Dec 2025
- Ernst and YoungJun 2025 to Aug 2025
- Keenan and AssociatesMay 2024 to Mar 2025
- Boise State College of Business/EconomicsJan 2023 to May 2023
- Johnny CarinosAug 2022 to Dec 2022
- Shadowbrook Swim ClubMay 2022 to Aug 2022
- Boise State UniversityAug 2021 to Dec 2025
- Shadowbrook Swim ClubAug 2021 to Dec 2021
- Ace HardwareAug 2020 to Dec 2022
- Shadowbrook Swim ClubMay 2020 to Aug 2020
- Shadowbrook Swim ClubMay 2019 to Aug 2019
- Highschool StudentAug 2017 to May 2021
- UnemployedFeb 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
Tumwater Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8140913
- 300443