KM
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
Kristopher is licensed to sell insurance under The Partners Group, Ltd. He also receives rental income from real estate.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
October 2006 - Present · 19 yrs 3 mos
Previous Registrations
Geneos Wealth Management, INC. Broker
October 2006 - June 2019 · 12 yrs 8 mos
Park Avenue Securities LLC
March 2003 - October 2006 · 3 yrs 7 mos
Park Avenue Securities LLC Broker
October 2002 - October 2006 · 4 yrs
Safeco Investment Services, INC.Broker
September 2001 - April 2002 · 7 mos
Park Avenue Securities LLC Broker
May 1999 - October 2002 · 3 yrs 5 mos
Guardian Investor Services CorporationBroker
January 1995 - May 1999 · 4 yrs 4 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.