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Tyler Hilligoss

Advisor at Scout Asset Management

Updated today
Scout Asset Management logo

Firm

Scout Asset Management

Location

Beaverton, OR 97005

Credentials

Series 63, Series 66

Industry experience

27 years

About

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. Hilligoss also maintains a licensed insurance agent role, dedicating part of his time to insurance sales. Scout Asset Management provides portfolio management, financial planning, and pension consulting services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs both fundamental and quantitative analysis with an investment approach that emphasizes long-term positions and options strategies, offering tailored management aligned with clients’ goals and risk tolerances.

Client services

Based on Scout Asset Management

Financial planning Portfolio management

Expertise

Based on Scout Asset Management

Options & derivatives strategies Private / alternative investments Annuities

Fee options

Fixed

Fixed fee up to $10,000 for creating financial plans (not available to Washington clients).

Percentage

Up to 1.40%

Commissions

Advisors receive commissions for sales of insurance products, but commissions are not the primary source of compensation.

Project-based

$250 per hour for financial planning services.

Location

4900 Sw Griffith Drive, Suite 256

Beaverton, OR 97005

Most active in

Oregon · Texas · Washington

Work history

Scout Asset Management

2022 - Present (4 years)

Arbor Point Advisors

2020 - Present (6 years)

Securities America, Inc.

2020 - 2022 (2 years)

KMS Financial Services, Inc.

2020 - 2020 (1 year)

Royal Alliance Associates

2018 - 2020 (2 years)

Signator Investors, Inc

1999 - 2018 (19 years)

John Hancock Mutual Life Insurance Compa

1998 - 2018 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

General retirement planning Income planning Wealth management Founder/Business Owner

Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Todd M

CFA®

Lake Oswego, OR

Boz & Company LLC

Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner

Tracy B

CFP®

Lake Oswego, OR

TBG Investing

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Business sale tax planning Tax strategies for small businesses Retirement income strategy Cash flow / budgeting Founder/Business Owner Women Professionals Women Business Owners Gen X (Born 1965-1980)
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David H

CFA®, Series 65

Tigard, OR

Brightwood Ventures, LLC

Wealth management Passive / index investing Active portfolio management Real estate investing
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