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Charles Craig Childress

OSWEGO WEALTH ADVISORS INC.·LAKE OSWEGO, Oregon
Clean recordOSWEGO 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Craig Childress is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with OSWEGO WEALTH ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELLSPRING ADVISORS, INC.
WELLSPRING ADVISORS, INC.
AUM
$220M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WELLSPRING ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1508267
Firm CRD# 147861
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Craig Childress offer?
Charles Craig Childress specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Charles Craig Childress's credentials?
Charles Craig Childress is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Craig Childress located?
Charles Craig Childress is based in LAKE OSWEGO, Oregon, working with OSWEGO WEALTH ADVISORS INC.. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
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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Other Advisors at OSWEGO WEALTH ADVISORS INC.

Gregory Scott Allen
LAKE OSWEGO, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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