SO
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
643 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.0B
Fee Structure
Fees are calculated as a flat fee, asset-based fee, or a combination of both. Hourly consulting services are also available. Fees depend on portfolio size, scope of work, client location, travel requirements, and number of meetings. Specific fee details are in the client agreement.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheryl is licensed to sell insurance under The Partners Group, Ltd. She also runs Buck's Executive Meet & Assist Services.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
September 2006 - Present · 19 yrs 4 mos
Previous Registrations
Geneos Wealth Management, INC.
August 2011 - December 2013 · 2 yrs 4 mos
Geneos Wealth Management, INC.
March 2006 - December 2008 · 2 yrs 9 mos
Geneos Wealth Management, INC. Broker
February 2006 - June 2019 · 13 yrs 4 mos
Multi-Financial Securities Corporation
September 2001 - March 2006 · 4 yrs 6 mos
Multi-Financial Securities CorporationBroker
April 1994 - March 2006 · 11 yrs 11 mos
Ids Life Insurance CompanyBroker
January 1991 - January 1996 · 5 yrs
American Express Financial Advisors INC. Broker
January 1991 - April 1994 · 3 yrs 3 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.