Unclaimed Profile

Scott Layne Hultsman

CONFLUENCE WEALTH MANAGEMENT LLC·PORTLAND, Oregon

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 6612 years registeredCONFLUENCE WEALTH MANAGEMENT LLC

1211 SW FIFTH AVE, PORTLAND, OR 97204CRD# 2812372Firm CRD# 107810

Profile Verification

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

Identity

Scott Layne Hultsman · PORTLAND, OR

Registration

CRD #2812372 · CONFLUENCE WEALTH MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONFLUENCE WEALTH MANAGEMENT LLC

DAVIDSON FIXED INCOME MANAGEMENT, INC.

Jan 2021 – Mar 2023

Vancouver, WA

DAVIDSON INVESTMENT ADVISORS, INC.

Jan 2019 – Apr 2025

Vancouver, WA

D.A. DAVIDSON & CO.

Oct 2018 – Apr 2025

Camas, WA

CONFLUENCE WEALTH MANAGEMENT LLC

Feb 2018 – May 2022

PORTLAND, OR

M HOLDINGS SECURITIES, INC.

Oct 2014 – Mar 2018

PORTLAND, OR

STERNE AGEE ASSET MANAGEMENT, INC.

Nov 2013 – Aug 2014

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · November 22, 2013

Years registered · 12

Disclosure History

2009Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONFLUENCE WEALTH MANAGEMENT LLC

CRD 107810 · SEC 801-56974

AUM

$782M

Regulatory assets under management

Employees

1,373 client accounts

Services offered by CONFLUENCE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONFLUENCE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Scott Layne Hultsman offer?

Scott Layne Hultsman specializes in Financial Planning, Investment Management.

What are Scott Layne Hultsman's credentials?

Scott Layne Hultsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Layne Hultsman located?

Scott Layne Hultsman is based in PORTLAND, Oregon, last registered with CONFLUENCE WEALTH MANAGEMENT LLC.

How does Scott Layne Hultsman charge for services?

Scott Layne Hultsman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONFLUENCE WEALTH MANAGEMENT LLC?

CONFLUENCE WEALTH MANAGEMENT LLC has approximately 17 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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