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TPG FINANCIAL ADVISORS, LLC
TPG FINANCIAL ADVISORS, LLC
PORTLAND, Oregon
·
10 registered advisors
·
CRD# 141153
SEC# 801-77417
0
503-241-9550
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
10
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 Planning
Investment Management
Retirement Planning
04
Advisors at TPG FINANCIAL ADVISORS, LLC
10 registered advisors
Anthony Eric Rothenfluch
PORTLAND, Oregon
CRD# 4663615
Carrie L. Mchale
PORTLAND, Oregon
CRD# 4151122
Carrie Thelise Maerz
PORTLAND, Oregon
CRD# 6025923
Douglas Kent Vanallen
PORTLAND, Oregon
CFP
CRD# 2067386
Gary Scott Alton
PORTLAND, Oregon
CRD# 4156882
John Spring Woolley
PORTLAND, Oregon
CRD# 2365733
Kristopher Charles Mink
PORTLAND, Oregon
CRD# 2560213
Nicole Marie Pond
PORTLAND, Oregon
CRD# 5289604
Shawn Orin Higley
PORTLAND, Oregon
CRD# 2121745
Sheryl Lynn Olson
PORTLAND, Oregon
ChFC
CRD# 2117245
05
Office Locations
PORTLAND, Oregon
10 advisors
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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
.