Unclaimed Profile

Stephen Daunt Dunne

WILLAMETTE FINANCIAL ADVISORS, LLC·LAKE OSWEGO, Oregon

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 66CFPClean record22 years registeredWILLAMETTE FINANCIAL ADVISORS, LLC

5335 SW MEADOWS ROAD, LAKE OSWEGO, OR 97035-3189CRD# 3267945Firm CRD# 173482

Profile Verification

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

Identity

Stephen Daunt Dunne · LAKE OSWEGO, OR

Registration

CRD #3267945 · WILLAMETTE FINANCIAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Dec 2019 – present

WILLAMETTE FINANCIAL ADVISORS, LLC

Jan 2015 – Dec 2019

LAKE OSWEGO, OR

SAGEPOINT FINANCIAL, INC.

Nov 2005 – Dec 2014

LAKE OSWEGO, OR

INTERSECURITIES, INC.

Jun 2004 – Dec 2004

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · June 7, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLAMETTE FINANCIAL ADVISORS, LLC

CRD 173482 · SEC 801-112193

AUM

$131M

Regulatory assets under management

Employees

687 client accounts

Services offered by WILLAMETTE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WILLAMETTE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Daunt Dunne offer?

Stephen Daunt Dunne specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Stephen Daunt Dunne's credentials?

Stephen Daunt Dunne holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Daunt Dunne located?

Stephen Daunt Dunne is based in LAKE OSWEGO, Oregon, working with WILLAMETTE FINANCIAL ADVISORS, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Stephen Daunt Dunne charge for services?

Stephen Daunt Dunne'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 WILLAMETTE FINANCIAL ADVISORS, LLC?

WILLAMETTE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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