| Pearl Wealth LLC |
915 NW 19th Ave UNIT F, Portland, OR 97209 |
|
50322xxxx9 |
7ef*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cable Hill Partners, LLC |
1155 SW Morrison St #400, Portland, OR 97205 |
|
50376xxxx3 |
a.p****@c********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meyer Wealth Management |
5100 S Macadam Ave Ste 230, Portland, OR 97239 |
|
50380xxxx6 |
aly***@m**********.com |
5 |
2 |
|
|
|
|
|
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stephen Groth - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx0 |
lar***************@r**.com |
|
|
|
|
|
|
4 |
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Christopher M McCreath |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50369xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Liberty Capital Investment Corporation. |
1800 SW 1st Ave #150, Portland, OR 97201 |
|
50322xxxx3 |
are**@l************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Ann Marie Coghill |
111 SW 5th Ave, Portland, OR 97204 |
|
50346xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
345634 |
5336 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DH Wealth Management |
696 McVey Ave Ste 201, Lake Oswego, Or 97034 |
|
50376xxxx5 |
che***@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Skyline Financial Northwest |
2121 SW Broadway #100, Portland, OR 97201 |
|
50321xxxx5 |
aar**@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
6000 Meadows Rd, Lake Oswego, OR 97035 |
|
50369xxxx0 |
ann********@m*.com |
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Next Steps Wealth Management |
12256 SW Millview Ct, Tigard, OR 97223 |
|
54157xxxx9 |
tod*******@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mork Wealth Management - UBS Financial Services Inc. |
5300 Meadows Rd #300, Lake Oswego, OR 97035 |
|
50322xxxx5 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TMG Wealth Advisors, Inc |
14631 SW Millikan Way #68, Beaverton, OR 97006 |
|
50353xxxx9 |
jan*@t********.net |
|
|
|
|
|
|
|
|
64 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Portland |
2000 SW Morrison St, Portland, OR 97205 |
|
50327xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Meiwes - Bank of the West Wealth Management Advisor |
222 SW Columbia St #1200, Portland, OR 97201 |
|
50320xxxx7 |
aab****@b************.com |
|
|
|
|
|
|
40844 |
177 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mengis Capital Management Inc |
1 SW Columbia St, Portland, OR 97258 |
|
50391xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Pacific Wealth Group - UBS Financial Services Inc. |
805 SW Broadway Suite 2600, Portland, OR 97205 |
|
50360xxxx4 |
bre***********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allen Trust Company |
5000 Meadows Rd Suite 300, Lake Oswego, OR 97035 |
|
50329xxxx1 |
all****@a*********.com |
3.7 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Siri Gypmantasiri |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx2 |
al_********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Retzlaff Wealth Management | Retirement Income Planning | Portland |
16100 NW Cornell Rd Ste 240, Beaverton, OR 97006 |
|
97126xxxx6 |
ama*******@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empirical Wealth Management |
805 SW Broadway #2400, Portland, OR 97205 |
|
50380xxxx5 |
aba****@e********.net |
4.2 |
9 |
|
|
|
|
2572 |
|
2500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SRM Advisors |
6600 SW 92nd Ave #201, Portland, OR 97223 |
|
50324xxxx5 |
bil**@s**********.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Uplevel Wealth |
500 SW 116th Ave Suite 118, Portland, OR 97225 |
|
50330xxxx7 |
dj@u************.com |
3 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bridgetown Wealth Management |
700 NE Multnomah St #820, Portland, OR 97232 |
|
50328xxxx5 |
adm********@l**.com |
5 |
44 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mt. Hood Investment Group - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BPG Wealth Management |
10151 SE Sunnyside Rd Suite 460, Clackamas, OR 97015 |
|
50365xxxx6 |
ale*@b*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heritage Wealth Management - UBS Financial Services Inc. |
5300 Meadows Rd #300, Lake Oswego, OR 97035 |
|
50322xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edelman Financial Engines |
10500 SW Greenburg Rd #200, Portland, OR 97223 |
|
83375xxxx3 |
aar*******@e**********************.com |
5 |
1 |
|
|
|
|
18783 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Portland, OR |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50322xxxx1 |
rbc*********@r**.com |
3 |
4 |
|
|
|
|
14803 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chinook Capital Management |
1211 SW 5th Ave Suite 1200, Portland, OR 97204 |
|
50322xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peregrine Asset Advisers |
9755 SW Barnes Rd Suite 610, Portland, OR 97225 |
|
50345xxxx1 |
dan@p**********.com |
|
|
|
|
|
|
|
|
92 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kathleen Kee at Buckingham Strategic Wealth |
1211 SW 5th Avenue, Suite 1200, Portland, OR 97204 |
|
50322xxxx5 |
adm**@b****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lang Wealth Management - UBS Financial Services Inc. |
805 SW Broadway Suite 2600, Portland, OR 97205 |
|
50322xxxx2 |
bre***********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Justin Kimmer - TIAA Wealth Management Advisor |
9900 SW Greenburg Rd Suite 130, Portland, OR 97223 |
|
80084xxxx7 |
acc**********@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Barker Wealth Management, LLC |
111 SW 5th Ave Suite 3150, Portland, OR 97204 |
|
|
las*@b*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Reserve |
12725 SW 66th Ave #102, Portland, OR 97223 |
|
50362xxxx0 |
aar**@f***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robert Groth - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50325xxxx6 |
lar***************@r**.com |
|
|
|
|
|
|
4 |
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ROI Financial Advisors, LLC |
14675 SW Millikan Way, Beaverton, OR 97006 |
|
50394xxxx5 |
car***@r*****.com |
5 |
2 |
|
|
|
|
|
|
104 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jennifer de Thomas, CFP |
Portland, OR 97201 |
|
50342xxxx5 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vista Capital Partners |
9755 SW Barnes Rd Ste 595, Portland, OR 97225 |
|
50377xxxx0 |
aen**@v******.com |
5 |
1 |
|
|
|
|
136 |
4 |
148 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC |
5550 SW Macadam Ave, Ste 102, Portland, OR 97239 |
|
50359xxxx0 |
anj*******@a***.com |
5 |
4 |
|
|
|
|
140 |
|
138 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Columbia Trust Company |
805 SW Broadway #2700, Portland, OR 97205 |
|
50322xxxx2 |
acc**********@c*******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rain Capital Management |
121 SW Morrison St #850, Portland, OR 97204 |
|
86675xxxx0 |
chr**@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weber Vandergriff Group - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phillips and Company |
521 SW 11th Ave #200, Portland, OR 97205 |
|
50322xxxx8 |
age****@p************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TVZ Wealth Advisors - Ameriprise Financial Services, LLC |
10220 SW Greenburg Rd Ste 120, Portland, OR 97223 |
|
50344xxxx8 |
dns*****@a***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bill Terrill - Private Wealth Advisor, Ameriprise Financial Services, LLC |
7450 SW Beveland St #100, Portland, OR 97223 |
|
50380xxxx5 |
all*************@a***.com |
5 |
2 |
|
|
|
|
245 |
|
251 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Watershed Wealth Planning LLC |
7972 SE 13th Ave #102, Portland, OR 97202 |
|
50386xxxx4 |
inf*@w*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StanCorp Investment Advisers |
1100 SW 6th Ave #711, Portland, OR 97204 |
|
97132xxxx4 |
aan*****@s*******.com |
1 |
1 |
|
|
2.5 |
159 |
10488 |
658 |
10000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Jonathan Fish |
12550 NW Cornell Rd, Portland, OR 97229 |
|
50364xxxx0 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rutherford Investment Management |
10300 SW Greenburg Rd Suite 115, Portland, OR 97223 |
|
50345xxxx0 |
eva*******@r*******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stuart Morrice - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx8 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Voyager Wealth Management |
516 High St, Oregon City, OR 97045 |
|
50334xxxx8 |
jod*@v********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspasia Wealth Management |
6830 SW Atlanta St Suite 102, Tigard, OR 97223 |
|
50344xxxx4 |
aba******@a************.com |
5 |
2 |
|
|
|
|
|
|
48 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
111 SW 5th Ave #600, Portland, OR 97204 |
|
50346xxxx0 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Portland |
321 SW 6th Ave, Portland, OR 97204 |
|
50394xxxx4 |
aar************@u*****.com |
|
|
|
|
|
|
345620 |
5346 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Independent Progressive Advisors |
1675 SW Marlow Ave #305, Portland, OR 97225 |
|
50353xxxx1 |
ann@i******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chris Klavins - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx7 |
rbc*********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| City Financial Group Inc |
3606 SE 36th Ave #100, Portland, OR 97214 |
|
50322xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rock Creek Wealth Management |
16100 NW Cornell Rd #240, Beaverton, OR 97006 |
|
50343xxxx3 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kevin Morrice - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx8 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| M Wealth |
1125 NW Couch St, Portland, OR 97209 |
|
80050xxxx0 |
com***********@m***.com |
|
|
|
|
|
|
|
|
291 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Phillip Swayze |
7000 SE Milwaukie Ave, Portland, OR 97202 |
|
50382xxxx2 |
aar************@u*****.com |
|
|
|
|
|
|
345421 |
5414 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Somerset Wealth Strategies |
4600 S Kelly Ave, Portland, OR 97239 |
|
50359xxxx3 |
bri***@s***********************.com |
5 |
74 |
|
|
|
|
|
|
5100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Klein Wealth Management |
|
|
85522xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Katherine Estrada |
111 SW 5th Ave, Portland, OR 97204 |
|
50346xxxx2 |
aar************@u*****.com |
|
|
|
|
|
|
345425 |
5415 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Indigo Wealth Management |
900 Washington St Suite 8001, Vancouver, WA 98660 |
|
36025xxxx5 |
mic***********@i***********.net |
5 |
21 |
|
|
|
|
202 |
23 |
209 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFG Wealth Management |
10220 SW Greenburg Rd # 250, Tigard, OR 97223 |
|
50322xxxx0 |
c@c********.com |
|
|
|
|
|
|
|
|
123 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Portland Financial Advisors Network |
6107 SW Murray Blvd #103, Beaverton, OR 97008 |
|
50392xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CLS Financial Advisors |
9700 SW Capitol Hwy # 285, Portland, OR 97219 |
|
50324xxxx9 |
joh*@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beyond Wealth Management |
7455 SW Bridgeport Rd #220, Tigard, OR 97224 |
|
97131xxxx5 |
dre********@l***************.com |
5 |
1 |
|
|
|
|
459 |
50 |
491 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katrina Stump - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx3 |
lar***************@r**.com |
|
|
|
|
|
|
|
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TruBridge Wealth Advisors an Ameriprise Private Wealth Advisory Practice |
6500 SW Beaverton Hillsdale Hwy Ste 1, Portland, OR 97225 |
|
50343xxxx0 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Resource Financial Planning, Inc. |
1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland, OR 97223 |
|
50324xxxx0 |
adr******@r****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Westlake Wealth Management |
1915 NE Amberglen Pkwy #400, Beaverton, OR 97006 |
|
50368xxxx1 |
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Metolius Wealth Management Group |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50338xxxx3 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
121 SW Morrison St #125, Portland, OR 97204 |
|
80043xxxx0 |
asc********@s*****.com |
3.5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| kerr larlee wealth management |
Well Fargo Center, 1300 SW 5th Ave, Portland, OR |
|
|
bke**@d****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Graeme Newhouse |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PDX Wealth Management |
5885 Meadows Rd Suite 605, Lake Oswego, OR 97035 |
|
50367xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeremy Miller - Morgan Stanley |
760 SW 9th Ave. Ste 2100, Portland, OR 97205 |
|
50324xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Advisors Northwest LLC |
9955 SE Washington St Ste. #200, Portland, OR 97216 |
|
97124xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
121 SW Morrison St #1800, Portland, OR 97204 |
|
50349xxxx0 |
abb****@s*****.com |
3.7 |
3 |
|
|
|
|
4740 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| retzlaff wealth management | retirement income planning | portland |
16100 NW Cornell Rd, Beaverton, OR 97006 |
|
97126xxxx6 |
dan************@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kyle Watt - TIAA Wealth Management Advisor |
9900 SW Greenburg Rd Suite 130, Portland, OR 97223 |
|
80084xxxx7 |
acc**********@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Sumi Leusca |
5505 NE Martin Luther King Jr Blvd, Portland, OR 97211 |
|
50328xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patrick Murphy - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50338xxxx5 |
wms**********@r**.com |
5 |
1 |
|
|
|
|
14803 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| New Outlook Financial, LLC |
833 SW 11th Ave #925, Portland, OR 97205 |
|
50337xxxx2 |
|
2 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Kevin Robertson |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx9 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jensen Investment Management, Inc. |
5500 Meadows Rd #200, Lake Oswego, OR 97035 |
|
50372xxxx4 |
aav***@j***************.com |
4.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Alicia Hernandez |
4920 NE 42nd Ave, Portland, OR 97218 |
|
50327xxxx3 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Momentous Wealth |
1455 NW Irving St #209, Portland, OR 97209 |
|
36059xxxx0 |
inf*@m**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silver Oak Advisory Group |
1130 SW Morrison St Suite 312, Portland, OR 97205 |
|
50324xxxx5 |
and***@s********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Andrea - Thrivent |
9397 SW Locust St, Portland, OR 97223 |
|
50341xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TIAA Financial Services |
9900 SW Greenburg Rd Suite 130, Portland, OR 97223 |
|
80084xxxx7 |
acc******************@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Associate - U.S. Bancorp Investments: Courtney Koch |
333 S State St, Lake Oswego, OR 97034 |
|
50369xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345619 |
5346 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marcia M. Hull - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Parker - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx1 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frederick Schaefer - TIAA Wealth Management Advisor |
9900 SW Greenburg Rd Suite 130, Portland, OR 97223 |
|
80084xxxx7 |
acc**********@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Roger Molatore - RBC Wealth Management Financial Advisor |
4949 SW Meadows Dr #250, Lake Oswego, OR 97035 |
|
50338xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arnerich Massena, Inc. |
650 NE Holladay St #1500, Portland, OR 97232 |
|
50323xxxx5 |
arn************@a***.com |
|
|
|
|
|
|
365 |
33 |
368 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raaf Investment Advisors |
2416 SW Vista Ave, Portland, OR 97201 |
|
50362xxxx1 |
joh***@r*********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StoneRidge Wealth Management |
8625 SW Cascade Ave, Beaverton, OR 97008 |
|
50335xxxx8 |
amy******@l**.com |
4.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael A Hogan |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx9 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Westlake Wealth Management |
1001 SW 5th Ave #1100, Portland, OR 97204 |
|
50322xxxx8 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Blank Wealth Management Group - Morgan Stanley |
760 SW 9th Ave. Ste 2100, Portland, OR 97205 |
|
50322xxxx0 |
acm***********@m************.com |
2 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sam Manafi - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ian Tobiason - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
54131xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tom Griffin - RBC Wealth Management Financial Advisor |
4949 SW Meadows Dr #250, Lake Oswego, OR 97035 |
|
50338xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
14820 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rob Chavez - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx2 |
wms**********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Victor W. Lam, CPM, CIMA, CEPA - UBS Financial Services Inc. |
805 SW Broadway Suite 2600, Portland, OR 97205 |
|
50322xxxx7 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Paul Wargnier |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Advisors, LLC |
200 SW Market St Suite 1850, Portland, OR 97201 |
|
50322xxxx6 |
cam*************@g***********.com |
2 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morley Capital Management |
1300 SW 5th Ave #3300, Portland, OR 97201 |
|
50348xxxx0 |
acc*******@m*****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chuck Gall - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx4 |
kel*******@r**.com |
|
|
|
|
|
|
14819 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nichols Wealth Management Group |
4949 SW Meadows Dr #250, Lake Oswego, OR 97035 |
|
50338xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Point Forward Wealth Advisors - Ameriprise Financial Services, LLC |
334 3rd St, Lake Oswego, OR 97034 |
|
50362xxxx0 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
110 |
4 |
116 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patrick Schmitt - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1000 SW Broadway Ste 2200, Portland, OR 97205 |
|
50320xxxx5 |
car*********@a***.com |
5 |
2 |
|
|
|
|
102 |
|
107 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anderson Wealth Management Group - RJ |
4949 Meadows Rd #620, Lake Oswego, OR 97035 |
|
50390xxxx5 |
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blue Water Wealth, Inc. |
6600 SW 92nd Ave Suite 100, Portland, OR 97223 |
|
50329xxxx0 |
cai***********@b**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buckingham Strategic Wealth |
1211 SW 5th Ave #1200, Portland, OR 97204 |
|
50322xxxx5 |
adm**@b****************.com |
5 |
1 |
|
|
|
|
532 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kelly Hale - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx4 |
kel*******@r**.com |
|
|
|
|
|
|
14803 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Firenze Wealth Management |
16083 SW Upper Boones Ferry Rd Ste 250, Tigard, OR 97224 |
|
50396xxxx5 |
ale*********@f************.com |
5 |
3 |
|
|
|
|
574 |
93 |
620 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taylor Wealth Management |
8383 NE Sandy Blvd Ste 420, Portland, OR |
|
50338xxxx0 |
cj@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Portland |
1901 NE 42nd Ave, Portland, OR 97213 |
|
50327xxxx2 |
aar************@u*****.com |
|
|
|
|
|
|
345590 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Erlandson Wealth Management |
14780 SW Osprey Dr #320, Beaverton, OR 97007 |
|
50374xxxx5 |
dav*@e**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Portland |
4100 NE 122nd Ave, Portland, OR 97230 |
|
50346xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345421 |
5414 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vision Capital Management Inc |
4380 S Macadam Ave Suite 350, Portland, OR 97239 |
|
80070xxxx5 |
adm**@y*******.com |
5 |
2 |
|
|
|
|
195 |
2 |
191 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Horst & Graben Wealth Management |
3 Centerpointe Dr #410, Lake Oswego, OR 97035 |
|
50334xxxx0 |
cas**@h*************.com |
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WestPac® Wealth Partners (Lake Oswego) |
5 Centerpointe Dr STE 220, Lake Oswego, OR 97035 |
|
50320xxxx0 |
inf*@w************.com |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harvest Wealth Advisors - Ameriprise Financial Services, LLC |
1700 NW Civic Dr Ste 330, Gresham, OR 97030 |
|
50357xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JGP Wealth Management |
760 SW 9th Ave Ste 2350, Portland, OR 97205 |
|
50344xxxx0 |
abe******@j********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Miller Financial Group |
9115 SW Oleson Rd #200, Portland, OR 97223 |
|
50380xxxx4 |
ben@m**************.biz |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lifelong Wealth Management |
5 Centerpointe Dr, Lake Oswego, OR 97035 |
|
50374xxxx4 |
3d@l****.com |
5 |
36 |
|
|
|
|
135 |
5 |
137 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
121 SW Morrison St #910, Portland, OR 97204 |
|
50341xxxx8 |
aar********@m*************.com |
|
|
|
|
|
|
2837 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Bruce Kent |
4134 SE Hawthorne Blvd, Portland, OR 97214 |
|
50323xxxx5 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
87446 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Karla Pemberton - Financial Advisor, Ameriprise Financial Services, LLC |
4949 S Macadam Ave, Ste 68, Portland, OR 97239 |
|
50380xxxx0 |
and***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clarity Capital Management, LLC |
7307 SW Beveland St Suite 200, Portland, OR 97223 |
|
50338xxxx1 |
all*******@c*****************.com |
5 |
2 |
|
|
5 |
8 |
39 |
|
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cross Financial Management |
16100 NW Cornell Rd, Beaverton, OR 97006 |
|
50343xxxx3 |
apa***@c*****************.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mesch Capital Management |
321 SW 4th Ave, Portland, OR 97204 |
|
50322xxxx3 |
con****@r*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Henry Murphy - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50338xxxx6 |
rbc*********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steven Rapf - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx9 |
3d@u*.rbcwealthmanagement |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lyman & Associates - Ameriprise Financial Services, LLC |
10220 SW Greenburg Rd Ste 120, Portland, OR 97223 |
|
97154xxxx5 |
amy**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hausman Advisors |
10260 SW Greenburg Rd, Portland, OR 97223 |
|
50392xxxx0 |
inf*@b**************.com |
|
|
|
|
|
|
553 |
6 |
650 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jonathan Burke |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx7 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Infinite Heights Wealth Management |
2175 NW Raleigh St Ste 110, Portland, OR 97210 |
|
50396xxxx0 |
hea*********@i**************.com |
5 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Bart R Stuart |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx4 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ray Ozyjowski - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accumulus Wealth Management |
111 SW 5th Ave Suite 3150, Portland, OR 97204 |
|
85560xxxx0 |
ale********@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| D.A. Davidson |
1300 SW 5th Ave Suite 1950, Portland, OR 97201 |
|
50352xxxx0 |
a.a@d*********.com |
|
|
|
|
|
|
911 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| kerr larlee wealth management |
Well Fargo Center, 1300 SW 5th Ave #189, Portland, OR 97201 |
|
50352xxxx0 |
bke**@d****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stephanie Luyties - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx8 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schmitt Private Wealth - Ameriprise Financial Services, LLC |
1000 SW Broadway Ste 2200, Portland, OR 97205 |
|
50345xxxx6 |
car*********@a***.com |
|
|
|
|
|
|
102 |
|
107 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vista Group - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
86626xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Josh Oltman |
111 SW 5th Ave, Portland, OR 97204 |
|
50346xxxx7 |
aar************@u*****.com |
|
|
|
|
|
|
345427 |
5415 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Drake Van Zante - Private Wealth Advisor, Ameriprise Financial Services, LLC |
10220 SW Greenburg Rd Ste 120, Portland, OR 97223 |
|
50344xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
232 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eric Lindberg - COUNTRY Financial Representative |
5331 S Macadam Ave # 365, Portland, OR 97239 |
|
50364xxxx5 |
abc***@c***************.com |
4.9 |
63 |
|
|
|
|
|
|
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Lake Oswego |
4949 Meadows Rd Suite 250, Lake Oswego, OR 97035 |
|
50338xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Portland |
1225 SE Cesar Estrada Chavez Blvd, Portland, OR 97214 |
|
50327xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345619 |
5346 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lawry | de Freitas Wealth Management, LLC |
12909 SW 68th Pkwy #120, Tigard, OR 97223 |
|
97122xxxx0 |
ang***@l*************.com |
|
|
|
|
|
|
217 |
5 |
219 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cooper Wealth Management Group - Northwestern Mutual |
200 SW Market St #1600, Portland, OR 97201 |
|
50344xxxx2 |
ale***************@n*.com |
|
|
|
|
|
|
340 |
2 |
350 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Consolidated Financial Management |
1915 NE Stucki Ave #150, Beaverton, OR 97006 |
|
50384xxxx6 |
cfm@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wellstone Wealth Management |
5800 Meadows Rd #210, Lake Oswego, OR 97035 |
|
50359xxxx0 |
cra**@o*******************.com |
5 |
1 |
|
|
|
|
|
|
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Isler Northwest LLC |
1300 SW 5th Ave #2600, Portland, OR 97201 |
|
50322xxxx1 |
*ev*@i******.com |
5 |
11 |
|
|
|
|
|
|
72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kristen Salt - Private Wealth Advisor, Ameriprise Financial Services, LLC |
600 NW Naito Pkwy, Unit D, Portland, OR 97209 |
|
50359xxxx0 |
ari*********@a***.com |
3.7 |
3 |
|
|
|
|
132682 |
|
134000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Colton H Seiler, CFP® |
8268 SE 13th Ave STE 200, Portland, OR 97202 |
|
50323xxxx7 |
a.j*********@e**********.com |
5 |
6 |
|
|
|
|
87318 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Burnside Capital Management |
312 NW 10th Ave, Portland, OR 97209 |
|
50365xxxx8 |
joh*@b*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peter W. Spiekerman - RBC Wealth Management Financial Advisor |
4949 SW Meadows Dr #250, Lake Oswego, OR 97035 |
|
50338xxxx2 |
wms**********@r**.com |
|
|
|
|
|
|
14816 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jackie Hall - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50338xxxx9 |
wms**********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ENOW Financial |
650 NE Holladay St Suite 1600, Portland, OR 97232 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cross Financial |
65 SW Yamhill St #400, Portland, OR 97204 |
|
50323xxxx3 |
apa***@c*****************.com |
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AIO Fee Only Financial Advisors |
5200 SW, Meadows Rd #200, Lake Oswego, OR 97035 |
|
50371xxxx7 |
ale*@a***********.com |
5 |
4 |
|
|
|
|
369 |
31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stangier Wealth Management |
12550 SE 93rd Ave Ste 340, Clackamas, OR 97015 |
|
50325xxxx7 |
gre*****@s*************.com |
5 |
4 |
|
|
|
|
295 |
|
309 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JGP Wealth Management |
1140 SW Washington St Suite 640, Portland, OR 97205 |
|
50344xxxx0 |
abe******@j********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TradeWinds Wealth Management |
5550 S Macadam Ave Suite 110, Portland, OR 97239 |
|
50367xxxx8 |
adm**@t***********.com |
3 |
2 |
|
|
|
|
445 |
|
420 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Madrona Wealth Management LLC |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| North Ridge Wealth Advisors |
8285 SW Nimbus Ave Ste 155, Beaverton, OR 97008 |
|
50320xxxx4 |
ada*@n**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Wealth Management |
8625 SW Cascade Ave Ste 602, Beaverton, OR 97008 |
|
50345xxxx0 |
inf*@a********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ViewPointe Wealth Management |
22400 Salamo Rd, Ste 200, West Linn, OR 97068 |
|
50333xxxx6 |
aar************@r***********.com |
5 |
1 |
|
|
|
|
17475 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Hurt - COUNTRY Financial Representative |
10700 SW Beaverton Hillsdale Hwy #625, Beaverton, OR 97005 |
|
50364xxxx9 |
abc*******@c***************.com |
5 |
2 |
|
|
|
|
170796 |
|
163000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rubino, Skedsvold, Moran, and Associates |
975 SE Sandy Blvd Ste 210, Portland, OR 97214 |
|
50345xxxx0 |
use*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Thomas W Elrod |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx3 |
al_********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
10260 SW Greenburg Rd # 400, Portland, OR 97223 |
|
50397xxxx2 |
ach****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
760 SW 9th Ave. Ste 2100, Portland, OR 97205 |
|
50322xxxx0 |
acm***********@m************.com |
4.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allium Financial Advisors |
310 N State St Suite 208, Lake Oswego, OR 97034 |
|
87748xxxx0 |
can****@a**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larry Vanlaningham - RBC Wealth Management Financial Advisor |
4949 SW Meadows Dr #250, Lake Oswego, OR 97035 |
|
50338xxxx3 |
lar***************@r**.com |
|
|
|
|
|
|
|
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Becker Capital Management Inc |
Pacwest Center, 1211 SW 5th Ave # 2185, Portland, OR 97204 |
|
50322xxxx0 |
amu****@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthFactor |
155 B Ave #100, Lake Oswego, OR 97034 |
|
50347xxxx0 |
bi**@w***********.co |
5 |
12 |
|
|
|
|
|
|
189 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Portland Private Wealth Management |
1834 SW 58th Ave, Portland, OR 97221 |
|
50370xxxx7 |
aly***@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steven N Spence - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
36037xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| City Fiduciary Group |
3913 NE Hancock St STE 100, Portland, OR 97213 |
|
50350xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Spencer Arn |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx0 |
ale*********@m*.com |
4.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taylor Wealth Management |
8383 NE Sandy Blvd # 420, Portland, OR 97220 |
|
50338xxxx0 |
inf*@t******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larry Vanlaningham - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50338xxxx3 |
rbc*********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Wealth Management Banker: Paul Coyne |
4505 SW Hall Blvd, Beaverton, OR 97005 |
|
50327xxxx9 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Interactive Wealth Advisors, Inc. |
121 SW Morrison St #905, Portland, OR 97204 |
|
50357xxxx3 |
sup****@i*****************.com |
5 |
7 |
|
|
|
|
121 |
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spence Partners |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx8 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patrick Cummings - RBC Wealth Management Branch Director |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx1 |
lar***************@r**.com |
|
|
|
|
|
|
|
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Tamara Still, CFP®|AAMS™ |
111 SW 5th Ave #2650, Portland, OR 97204 |
|
50323xxxx0 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
820 SW Morrison St, Portland, OR 97205 |
|
50372xxxx6 |
3d@c*****.schwab |
3 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Miracle Mile Advisors |
525 3rd St Suite 102, Lake Oswego, OR 97034 |
|
50369xxxx9 |
aar*@m******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dobson Asset Management |
1306 NW Hoyt St # 408, Portland, OR 97209 |
|
50341xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Suher Investment Team - Ameriprise Financial Services, LLC |
1000 SW Broadway Ste 2200, Portland, OR 97205 |
|
50320xxxx7 |
bri**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tygh Capital Management Inc |
Pacwest Center, 1211 SW 5th Ave #2100, Portland, OR 97204 |
|
50397xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Apple Freeman |
10220 SE Washington St, Portland, OR 97216 |
|
50327xxxx3 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TRACK Wealth Management - UBS Financial Services Inc. |
5300 Meadows Rd #300, Lake Oswego, OR 97035 |
|
50360xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Autumn Rubeo |
111 SW 5th Ave, Portland, OR 97204 |
|
50346xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345427 |
5415 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sigma Investment Management Company |
121 SW Morrison St #800, Portland, OR 97204 |
|
50341xxxx8 |
awi****@m*************.com |
|
|
|
|
|
|
2826 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oswego Wealth Management |
18840 SW Boones Ferry Rd #200, Tualatin, OR 97062 |
|
50360xxxx2 |
ale*******@o***********.com |
5 |
2 |
|
|
5 |
10 |
300 |
5 |
298 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC |
4949 S Macadam Ave Ste 68, Portland, OR 97239 |
|
50380xxxx0 |
and***********@a***.com |
|
|
|
|
|
|
|
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coldstream Wealth Management |
150 SW Harrison St Suite 300, Portland, OR 97201 |
|
50335xxxx0 |
adm**@r*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CS Wealth Management, LLC |
|
|
97135xxxx6 |
b65*************************************@w*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Savinar Group - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx5 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| North Star Resource Group |
6500 S Macadam Ave, Portland, OR 97239 |
|
50332xxxx0 |
aar*********@n*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Single Point Financial |
4905 SW Griffith Dr #105, Beaverton, OR 97005 |
|
50335xxxx1 |
bri****@s******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robert Coussens - UBS Financial Services Inc. |
805 SW Broadway Suite 2600, Portland, OR 97205 |
|
50322xxxx2 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cordant Wealth Partners |
1211 SW 5th Ave #2310, Portland, OR 97204 |
|
50362xxxx7 |
3d@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ascent Private Capital Management |
900 SW 5th Ave Suite 2550, Portland, OR 97204 |
|
50320xxxx1 |
ali********@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Willamette Financial Advisors, LLC (By Appointment Only) |
6650 SW Redwood Ln #310, Portland, OR 97224 |
|
50340xxxx7 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ponderosa Investment Group LL:C |
4804 NW Bethany Blvd suite i-2, Portland, OR 97229 |
|
50328xxxx5 |
jch*****@p**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael Carrano |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matthew Sorenson - RBC Wealth Management Financial Advisor |
4949 SW Meadows Dr #250, Lake Oswego, OR 97035 |
|
50338xxxx1 |
wms**********@r**.com |
|
|
|
|
|
|
14816 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Barker Wealth Management |
111 SW 5th Ave Ste 3150, Portland, OR 97204 |
|
50361xxxx0 |
las*@b*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thimbleberry Financial |
650 NE Holladay St #120, Portland, OR 97232 |
|
50361xxxx0 |
hel**@y********.com |
5 |
1 |
|
|
|
|
52 |
|
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Sheri Lynne Gunnari |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx1 |
al_********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| North Point Personalized Wealth Management |
7185 SW Sandburg St # 200, Tigard, OR 97223 |
|
97137xxxx4 |
all*********@l**.com |
|
|
|
|
|
|
185 |
|
190 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Springwater Wealth Management, LLC |
5335 Meadows Rd #240, Lake Oswego, OR 97035 |
|
50348xxxx0 |
jim********@s****************.com |
3 |
2 |
|
|
5 |
15 |
240 |
2 |
242 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Amy J Spurr |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx7 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nora Mickleson - TIAA Wealth Management Advisor |
9900 SW Greenburg Rd Suite 130, Portland, OR 97223 |
|
80084xxxx7 |
acc**********@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Portland |
12550 NW Cornell Rd, Portland, OR 97229 |
|
50364xxxx0 |
aar************@u*****.com |
|
|
|
|
|
|
345590 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Roukas Group - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Russell McLean - Financial Advisor, Ameriprise Financial Services, LLC |
1000 SW Broadway Ste 2200, Portland, OR 97205 |
|
50364xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lunaria Financial |
7837 SW Capitol Hwy, Portland, OR 97219 |
|
50345xxxx0 |
ari****@l***************.com |
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Alexander Mccartney |
12450 SW Pioneer Ln, Beaverton, OR 97008 |
|
50359xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AIM Wealth Advisory Group - Ameriprise Financial Services, LLC |
5550 S Macadam Ave #102, Portland, OR 97239 |
|
50359xxxx0 |
anj*******@a***.com |
5 |
1 |
|
|
|
|
140 |
|
138 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Scott - Morgan Stanley |
760 SW 9th Ave. Ste 2100, Portland, OR 97205 |
|
50341xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Murphy - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
50383xxxx1 |
wms**********@r**.com |
|
|
|
|
|
|
14811 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kawasaki Financial, LLC |
2500 SW 112th Pl, Portland, OR 97225 |
|
50332xxxx4 |
cur*************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frederick Nazario - TIAA Wealth Management Advisor |
9900 SW Greenburg Rd Suite 130, Portland, OR 97223 |
|
80084xxxx7 |
acc******************@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Baker Ellis Asset Management LLC |
1231 NW Hoyt St, Portland, OR 97209 |
|
50322xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Wealth Group - UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ims Capital Management |
8995 SE Otty Rd, Happy Valley, OR 97086 |
|
50378xxxx0 |
c@i*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SKA Wealth Strategies of Raymond James |
5 SE Martin Luther King Jr Blvd Suite 600, Portland, OR 97214 |
|
50394xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frazier Wealth Management |
4020 NE Fremont St # B, Portland, OR 97212 |
|
50371xxxx6 |
and***********@f********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Wealth Management |
13221 SW 68th Pkwy #460, Tigard, OR 97223 |
|
50329xxxx6 |
acm@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scout Asset Management |
11830 Kerr Pkwy Suite 385, Lake Oswego, OR 97035 |
|
50324xxxx6 |
hel**@i***********.co |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Klein Wealth Management |
224 S Hamilton St Ste 301, Portland, OR |
|
|
kle************@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Erik Tobiason - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
54131xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Timothy P. Chapman |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stoneridge Wealth Management Lloyd |
700 NE Multnomah St, Portland, OR 97232 |
|
97126xxxx5 |
amy******@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meridian Wealth Advisors - Ameriprise Financial Services, LLC |
825 NE Multnomah St # 925, Portland, OR 97232 |
|
50367xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Duell Wealth Preservation |
8821 NW Skyline Blvd, Portland, OR 97231 |
|
50369xxxx0 |
g@g********.com |
5 |
8 |
|
|
5 |
7 |
142 |
2 |
144 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Finity Group |
5550 S Macadam Ave #120, Portland, OR 97239 |
|
50384xxxx0 |
ama******************@t*************.com |
5 |
5 |
|
|
|
|
595 |
3 |
604 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tallus Wealth Management |
16865 Boones Ferry Rd #102, Lake Oswego, OR 97035 |
|
50330xxxx8 |
mal**************@l***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Associate - U.S. Bancorp Investments: Amy McDannel |
5505 NE Martin Luther King Jr Blvd, Portland, OR 97211 |
|
50327xxxx5 |
aar************@u*****.com |
|
|
|
|
|
|
345589 |
5353 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Investment Team |
650 NE Holladay St suite 1600 room 1, Portland, OR 97232 |
|
50390xxxx5 |
al-******@f******.com |
|
|
|
|
|
|
286 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brighton Jones |
1624 NW Lovejoy St, Portland, OR 97209 |
|
50359xxxx0 |
acc*******@b************.com |
|
|
|
|
|
|
618 |
|
702 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - Gaylord Davis |
200 SW Market St #1600, Portland, OR 97201 |
|
50322xxxx5 |
gay**********@n*.com |
3.3 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CS Planning Corp. |
3395 SW Garden View Ave, Portland, OR 97225 |
|
50344xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pave Advisory Team - Ameriprise Financial Services, LLC |
600 NW Naito Pkwy D, Portland, OR 97209 |
|
50359xxxx0 |
ari*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwest Quadrant Wealth Management |
4800 Meadows Rd #300, Lake Oswego, OR 97035 |
|
80074xxxx8 |
are******@n**********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Sharp Retirement |
818 SW 3rd Ave #221-1228, Portland, OR 97204 |
|
80062xxxx5 |
inf*@m******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
760 SW 9th Ave. Suite 2450, Portland, OR 97205 |
|
50322xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| De[fi]ned Wealth Management |
8625 SW Cascade Ave Suite 410, Beaverton, OR 97008 |
|
50344xxxx0 |
ali*@d********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Greenawalt - Private Client Advisor |
222 SW Columbia St #1200, Portland, OR 97201 |
|
97133xxxx9 |
aab****@b************.com |
|
|
|
|
|
|
40844 |
177 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sloy Dahl & Holst Inc |
829 NW 19th Ave, Portland, OR 97209 |
|
50324xxxx0 |
cel*********@s******.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ferguson Wellman Capital Management Co. |
888 SW 5th Ave, Portland, OR 97204 |
|
50322xxxx4 |
dol********@f*******.com |
3.5 |
2 |
|
|
|
|
113 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oregon Wealth Management |
18654 Willamette Dr, West Linn, OR 97068 |
|
50363xxxx5 |
ale***@o*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
121 SW Morrison St, Portland, OR 97204 |
|
50341xxxx8 |
aar********@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tom Meagher - RBC Wealth Management Financial Advisor |
805 SW Broadway Suite 1800, Portland, OR 97205 |
|
54131xxxx9 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accumulus Wealth Management |
111 SW 5th Ave Ste 3150, Portland, OR |
|
85560xxxx0 |
ale********@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NBC Capital Advisors Group |
8625 SW Cascade Ave Suite 410, Beaverton, OR 97008 |
|
50368xxxx6 |
jsm***@n*****************.com |
|
|
|
|
|
|
3469 |
|
3700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC |
4380 S Macadam Ave Ste 180, Portland, OR 97239 |
|
50354xxxx3 |
amy*****@a***.com |
|
|
|
|
|
|
468 |
|
490 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Modernist Financial |
707 SW Washington St #910, Portland, OR 97205 |
|
97154xxxx7 |
ale******@m*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Deschutes Investment Consulting, LLC. |
200 SW Market St #550, Portland, OR 97201 |
|
50322xxxx0 |
aar**@d******************.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tribune Wealth Management |
10200 SW Greenburg Rd Ste 300, Portland, OR 97223 |
|
50344xxxx3 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Estmere - Strategic Financial Management |
4949 S Macadam Ave 2nd Floor - STE 10D, Portland, OR 97239 |
|
42565xxxx9 |
con****@e******.com |
5 |
42 |
|
|
|
|
|
|
81 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pilot Wealth Management |
2233 NE 45th Ave, Portland, OR 97213 |
|
50384xxxx3 |
ana******@p******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Steve Aldrink |
9115 SW Oleson Rd Ste 101, Portland, OR 97223 |
|
50324xxxx7 |
a.j*********@e**********.com |
|
|
|
|
|
|
87298 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Wealth Management Banker: Grayson Biggs |
333 S State St, Lake Oswego, OR 97034 |
|
50353xxxx2 |
aar************@u*****.com |
|
|
|
|
|
|
345619 |
5347 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christian Coughlan, CFP® |
111 SW 5th Avenue, Suite 1975, Portland, OR 97204 |
|
50392xxxx0 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
30 |
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| OnMark Asset Management, LLC |
525 3rd St Suite 200, Lake Oswego, OR 97034 |
|
50372xxxx3 |
dam**@o*******.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor David R Spurr |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brendan Price |
1211 SW 5th Ave #2400, Portland, OR 97204 |
|
50322xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
1300 SW 5th Ave, Portland, OR 97201 |
|
50322xxxx0 |
abc***@w*****************.com |
5 |
1 |
|
|
|
|
188275 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Encompass Wealth Advisors, LLC |
15350 SW Sequoia Pkwy #250, Portland, OR 97224 |
|
97137xxxx1 |
buc******@e**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Human Investing |
6000 Meadows Rd #105, Lake Oswego, OR 97035 |
|
50390xxxx0 |
acc***@h*************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
