Unclaimed Profile

Robert Douglas Greenman

VISTA CAPITAL PARTNERS, INC.·PORTLAND, Oregon

Series 65Clean record20 years registeredVISTA CAPITAL PARTNERS, INC.

9755 SW BARNES ROAD, PORTLAND, OR 97225CRD# 4969019Firm CRD# 114913

Profile Verification

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

Identity

Robert Douglas Greenman · PORTLAND, OR

Registration

CRD #4969019 · VISTA CAPITAL PARTNERS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

VISTA CAPITAL PARTNERS, INC.

Jul 2011 – present

GREAT NORTHERN ASSET MANAGEMENT, LLC

May 2007 – Jun 2011

VANCOUVER, WA

MENGIS CAPITAL MANAGEMENT, INC.

Oct 2005 – Apr 2007

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 27, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA CAPITAL PARTNERS, INC.

CRD 114913 · SEC 801-60536

AUM

$2.4B

Regulatory assets under management

Employees

2,900 client accounts

Services offered by VISTA CAPITAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISTA CAPITAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Douglas Greenman offer?

Robert Douglas Greenman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Robert Douglas Greenman's credentials?

Robert Douglas Greenman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Douglas Greenman located?

Robert Douglas Greenman is based in PORTLAND, Oregon, working with VISTA CAPITAL PARTNERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Robert Douglas Greenman charge for services?

Robert Douglas Greenman'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 VISTA CAPITAL PARTNERS, INC.?

VISTA CAPITAL PARTNERS, INC. has approximately 32 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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