Unclaimed Profile

Kent Allen Grubaugh

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC·LAKE OSWEGO, Oregon

SIE, Series 6, Series 7, Series 24, Series 26, Series 63CFPClean record6 years registeredSTEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

4949 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 2872270Firm CRD# 1254

Profile Verification

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

Identity

Kent Allen Grubaugh · LAKE OSWEGO, OR

Registration

CRD #2872270 · STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Jan 2020 – Mar 2023

RENO, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · January 2, 2020

Years registered · 6

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Kent Allen Grubaugh offer?

Kent Allen Grubaugh specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kent Allen Grubaugh's credentials?

Kent Allen Grubaugh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kent Allen Grubaugh located?

Kent Allen Grubaugh is based in LAKE OSWEGO, Oregon, last registered with STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC.

How does Kent Allen Grubaugh charge for services?

Kent Allen Grubaugh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC?

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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