Unclaimed Profile

Joseph Edward Opsahl

DEFINED WEALTH MANAGEMENT, LLC·BEAVERTON, Oregon

SIE, Series 3, Series 7, Series 63, Series 65Clean record23 years registeredDEFINED WEALTH MANAGEMENT, LLC

8625 SW CASCADE AVE., BEAVERTON, OR 97008CRD# 1257252Firm CRD# 306779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Edward Opsahl · BEAVERTON, OR

Registration

CRD #1257252 · DEFINED WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

DEFINED WEALTH MANAGEMENT, LLC

Feb 2020 – present

TRUE PRIVATE WEALTH ADVISORS, LLC

Jan 2014 – Apr 2020

PORTLAND, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2009 – Oct 2013

PORTLAND, OR

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

PORTLAND, OR

CITIGROUP GLOBAL MARKETS INC.

Apr 2003 – Jun 2009

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · April 15, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEFINED WEALTH MANAGEMENT, LLC

CRD 306779 · SEC 801-117859

AUM

$197M

Regulatory assets under management

Employees

501 client accounts

Services offered by DEFINED WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DEFINED WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Edward Opsahl offer?

Joseph Edward Opsahl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are Joseph Edward Opsahl's credentials?

Joseph Edward Opsahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Edward Opsahl located?

Joseph Edward Opsahl is based in BEAVERTON, Oregon, working with DEFINED WEALTH MANAGEMENT, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does Joseph Edward Opsahl charge for services?

Joseph Edward Opsahl's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEFINED WEALTH MANAGEMENT, LLC?

DEFINED WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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