Unclaimed Profile

Charles Craig Childress

OSWEGO WEALTH ADVISORS INC.·LAKE OSWEGO, Oregon

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record25 years registeredOSWEGO WEALTH ADVISORS INC.

5800 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 1508267Firm CRD# 147861

Profile Verification

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

Identity

Charles Craig Childress · LAKE OSWEGO, OR

Registration

CRD #1508267 · OSWEGO WEALTH ADVISORS INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OSWEGO WEALTH ADVISORS INC.

WELLSPRING ADVISORS, INC.

Feb 2014 – Dec 2024

LAKE OSWEGO, OR

STRATEGIC FINANCIAL PARTNERS, LTD

Apr 2013 – Dec 2014

LAKE OSWEGO, OR

CRAIG CHILDRESS, INC.

Jul 2008 – Jun 2013

LAKE OSWEGO, OR

LPL FINANCIAL CORPORATION

Dec 2003 – Jul 2008

LAKE OSWEGO, OR

VERAVEST INVESTMENT ADVISORS, INC.

Apr 2001 – Dec 2003

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 20, 2001

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLSPRING ADVISORS, INC.

CRD 147861 · SEC 801-120308

AUM

$220M

Regulatory assets under management

Employees

1,185 client accounts

Services offered by WELLSPRING ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLSPRING ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Craig Childress offer?

Charles Craig Childress specializes in Financial Planning, Investment Management.

What are Charles Craig Childress's credentials?

Charles Craig Childress holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Craig Childress located?

Charles Craig Childress is based in LAKE OSWEGO, Oregon, last registered with OSWEGO WEALTH ADVISORS INC..

How does Charles Craig Childress charge for services?

Charles Craig Childress's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OSWEGO WEALTH ADVISORS INC.?

OSWEGO WEALTH ADVISORS INC. has approximately 9 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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