TPG FINANCIAL ADVISORS, LLC

PORTLAND, Oregon·16 registered advisors·CRD# 141153
SEC# 801-774170503-241-9550
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
16
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at TPG FINANCIAL ADVISORS, LLC

16 registered advisors
Anthony Eric Rothenfluch
PORTLAND, Oregon
Bruce Earnest William Kerr
PORTLAND, Oregon
Carrie L. Mchale
PORTLAND, Oregon
Carrie Thelise Maerz
PORTLAND, Oregon
Doreen Gay Barnhouse
PORTLAND, Oregon
Douglas Kent Vanallen
PORTLAND, Oregon
Gary Scott Alton
PORTLAND, Oregon
Jacob Anders Shafer
PORTLAND, Oregon
Jeff Lee Gates
PORTLAND, Oregon
Joanne Sweeney
PORTLAND, Oregon
John Spring Woolley
PORTLAND, Oregon
Kristopher Charles Mink
PORTLAND, Oregon
Nicole Marie Pond
PORTLAND, Oregon
Roderick Byron Cruickshank
PORTLAND, Oregon
Shawn Orin Higley
PORTLAND, Oregon
Sheryl Lynn Olson
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
16 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TPG FINANCIAL ADVISORS, LLC (CRD# 141153) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.