Financial advisors in West Linn, OR

53 match · page 1 of 2

Alexander Krider
Financial advisor at Avier Wealth Advisors
Avier Wealth Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
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Bret Reiner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Christopher Dorff
Financial advisor at Envestnet Pmc
Envestnet Pmc · $614.93B AUM
CFP®Verified
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Elijah Lyons
Financial advisor at Lookahead Wealth LLC
Lookahead Wealth LLC · $45.4M AUM
CFP®VerifiedFinancial planning
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Grant Johnstone
Financial advisor at Composition Wealth, LLC
Composition Wealth, LLC · $9.47B AUM
CFP®VerifiedFinancial planning
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Jacob Easterly
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Joshua Tschirgi
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
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Kerri Patrick
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Rebecca Horn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Richard Dougall
Financial advisor at Encompass Financial Planning
Encompass Financial Planning · $29.8M AUM
CFP®VerifiedFinancial planning
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Scott McDonald
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Steven Burch
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Anton Klemens
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Benjamin Wright
Financial advisor at Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. · $503.3M AUM
VerifiedFinancial planning
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Candace Turanzas
Financial advisor at Thrivent Advisor Network, LLC
Thrivent Advisor Network, LLC · $6.84B AUM
VerifiedFinancial planning
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Chelsea McGraw
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Christian Garcia
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Sullivan
Financial advisor at Settlement Capital Advisors
Settlement Capital Advisors · $88M AUM
Verified
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Dustin Fadenrecht
Financial advisor at Veridan Wealth
Veridan Wealth · $667.2M AUM
VerifiedFinancial planning
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George Taylor
Financial advisor at Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. · $503.3M AUM
VerifiedFinancial planning
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Gregg Giboney
Financial advisor at Timberline Investment Management, LLC
Timberline Investment Management, LLC · $94.8M AUM
Verified
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Jack Meligan
Financial advisor at Settlement Capital Advisors
Settlement Capital Advisors · $88M AUM
Verified
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Jacob Scarminach
Financial advisor at Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. · $503.3M AUM
VerifiedFinancial planning
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Jan Schalkwijk
Financial advisor at Jps Global Investments, LLC
Jps Global Investments, LLC · $74.4M AUM
VerifiedFinancial planning
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Jason Newnham
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jesse Steele
Financial advisor at Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc. · $503.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristi Van Vleck
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Steagall-Cissell
Financial advisor at Veridan Wealth
Veridan Wealth · $667.2M AUM
VerifiedFinancial planning
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Lexi Stangel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Louis Taylor
Financial advisor at Twm Wealth Management Corp
Twm Wealth Management Corp · $89.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in West Linn, OR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in West Linn, OR.

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Before you hire an advisor in West Linn, OR