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Joseph Edward Opsahl

DEFINED WEALTH MANAGEMENT, LLC·BEAVERTON, Oregon
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8625 SW CASCADE AVE., BEAVERTON, OR 97008CRD# 1257252Firm CRD# 306779
01

About

Joseph Edward Opsahl is a registered financial advisor based in BEAVERTON, Oregon, affiliated with DEFINED WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DEFINED WEALTH MANAGEMENT, LLC
DEFINED WEALTH MANAGEMENT, LLC
AUM
$197M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DEFINED WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1257252
Firm CRD# 306779
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BEAVERTON
David Sanford Erlandson — EWM, LLCBrian James Loescher — HYAS GROUP, LLCMichelle Kay Worthingtonruppelt — HYAS GROUP, LLCMichael Brent Keeton — GRANGE CAPITAL, LLCDavid Carl Gratke — GRATKE WEALTH, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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