MK
CFP · ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.9B
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Advisor Information
Office location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
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 →Employment History
Current Registrations
Human Investing
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Merriman
March 2016 - January 2017 · 10 mos
Tpg Financial Advisors, LLC
December 2010 - February 2016 · 5 yrs 2 mos
Geneos Wealth Management, INC. Broker
October 2010 - February 2016 · 5 yrs 4 mos
Securian Financial Services, INC.
January 2008 - October 2010 · 2 yrs 9 mos
Securian Financial Services, INC.Broker
January 2006 - October 2010 · 4 yrs 9 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.