Financial advisors in Wilsonville, OR

22 match

Daniel Dollinger
Financial advisor at Dollinger Management Inc.
Dollinger Management Inc. · $47.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Garrett Dresen
Financial advisor at Harbor Horizon Financial, LLC
Harbor Horizon Financial, LLC · $2.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Rice
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kasey Closs
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Allen
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Williams
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Keswick
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryce Griffith
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cameron Hunt
Financial advisor at Alpha Zero LLC
Alpha Zero LLC · $269.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carissa Peters
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Craig Nelson
Financial advisor at Red Sky Financial Planning, LLC
Red Sky Financial Planning, LLC · $36.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eli Dollinger
Financial advisor at Dollinger Management Inc.
Dollinger Management Inc. · $47.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Fred Freimark
Financial advisor at Cpr Investments Inc
Cpr Investments Inc · $238.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Munguia-Martinez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Ginger Fargas
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jan Klein
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Valadez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Nathan Oeming
Financial advisor at Nw Advisory
Nw Advisory · $75.4M AUM
VerifiedFinancial planning
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Rachael Nelson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robin Welch
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Johnson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vivian Wilcox
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 Wilsonville, 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 Wilsonville, OR.

How this list works

Before you hire an advisor in Wilsonville, OR