Unclaimed Profile

Shawn Orin Higley

TPG FINANCIAL ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record23 years registeredTPG FINANCIAL ADVISORS, LLC

11740 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 2121745Firm CRD# 141153

Profile Verification

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

Identity

Shawn Orin Higley · PORTLAND, OR

Registration

CRD #2121745 · TPG FINANCIAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TPG FINANCIAL ADVISORS, LLC

CSENGE ADVISORY GROUP, LLC

Oct 2025 – Nov 2025

Portland, OR

LION STREET ADVISORS, LLC

Aug 2018 – Oct 2025

Portland, OR

TPG FINANCIAL ADVISORS, LLC

Feb 2011 – May 2018

PORTLAND, OR

WELLS FARGO ADVISORS, LLC

Aug 2009 – Jan 2011

PORTLAND, OR

WELLS FARGO INVESTMENTS, LLC

Mar 2003 – Jun 2008

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · March 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPG FINANCIAL ADVISORS, LLC

CRD 141153 · SEC 801-77417

AUM

$1.7B

Regulatory assets under management

Employees

1,514 client accounts

Services offered by TPG FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TPG FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shawn Orin Higley offer?

Shawn Orin Higley specializes in Financial Planning, Investment Management, Retirement Planning.

What are Shawn Orin Higley's credentials?

Shawn Orin Higley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Orin Higley located?

Shawn Orin Higley is based in PORTLAND, Oregon, last registered with TPG FINANCIAL ADVISORS, LLC.

How does Shawn Orin Higley charge for services?

Shawn Orin Higley'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 TPG FINANCIAL ADVISORS, LLC?

TPG FINANCIAL ADVISORS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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