Advisor at The AmeriFlex Group
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Firm
The AmeriFlex Group
Location
Tualatin, OR 97062
Credentials
Series 63, Series 65
Industry experience
37 years
David Riback is a financial advisor at Oswego Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Riback Wealth Management, Inc. Riback serves as a director for the Lake Oswego Chamber of Commerce. Oswego Wealth Management serves individual investors, trusts, and retirement plan participants with discretionary investment management, financial planning, and insurance services. The firm emphasizes globally diversified portfolios using third-party managers and incorporates tax sensitivity, systematic rebalancing, and ongoing oversight in its investment approach.
Based on The AmeriFlex Group
Based on The AmeriFlex Group
Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.
Certain Investment Advisor Representatives are registered representatives of Cambridge Investment Research, Inc. and may receive commissions, trails, and other compensation from securities sales.
Hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.
Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services; hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.
11840 Sw Boones Ferry Rd, Stute 200
Tualatin, OR 97062
Oregon
The Ameriflex Group
2026 - Present (1 year)
Cambridge Investment Research, Inc.
2026 - Present (1 year)
Riback Wealth Management, Inc.
2020 - Present (6 years)
Oswego Wealth Advisors Inc.
2014 - Present (12 years)
LPL Financial, llc
2013 - 2026 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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