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Andrew K
Series 66
Scappoose, OR
Columbia Wealth Advisors LLC
Andrew Kangas is a financial advisor and owner of Columbia Wealth Advisors LLC in Scappoose, Oregon. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at KMS Financial Services, Inc. and Realta Equities, Inc. Outside of his advisory work, he is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers discretionary portfolio management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, with ongoing account monitoring and coordination of estate-planning services.
Tyler H
Series 63, Series 66
Beaverton, OR
Scout Asset Management
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.
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/
Aaron N
Series 63, Series 65
Portland, OR
Shared Prosperity Group
Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, Mariner Wealth Advisors, and H.D. Vest Financial Services. Shared Prosperity Group offers discretionary portfolio management and financial education primarily to individual clients, with services grounded in fundamental analysis and modern portfolio theory. The firm emphasizes a long-term trading approach across diverse asset classes and incorporates a formal charitable giving framework allocating at least 10% of gross monthly revenue to U.S. nonprofits.
Jantz H
Series 65
Camas, WA
CSLA Financial Inc
Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.
Joseph E
Series 63, Series 65
Portland, OR
Ravensview Capital Management, LLC
Joseph Eberhardt is a financial advisor at Ravensview Capital Management, LLC in Portland, OR, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ravensview since 2016. Prior to that, he was employed at EDF Renewable Energy from 2014 to 2017. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, charitable organizations, non-profits, and family offices. The firm employs a diverse investment approach that includes multiple analysis methods and offers both ongoing management and defined-scope advisory engagements.
Todd B
CFP®, ChFC®, Series 63, Series 65
Portland, OR
Pacific Capital Works, Inc.
Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.
Ryan H
CFA®
Camas, WA
Hart Investment Management, LLC
Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.
George Z
Series 63, Series 65
Portland, OR
RIO Financial Planning
George Zimmerman is a financial advisor at RIO Financial Planning in Portland, OR, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Mutual and Cuso Financial Services. In addition to his advisory role, he works as a Patient Financial Advisor for Kaiser Permanente, verifying healthcare insurance for emergency department patients. RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high-net-worth clients. The firm offers tailored investment strategies through a wrap-fee program, primarily on a non-discretionary basis, and conducts no-cost public seminars.
Bradley A
Series 63
Beaverton, OR
AIM Advisors
Bradley Atherton is a financial advisor with AIM Advisors in Beaverton, Oregon. He holds the Series 63 designation and has 15 years of industry experience. Since 2002, he has operated AIM Advisors, an independent investment advisory firm. AIM Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using a mix of individual stocks and bonds, exchange-traded funds, and mutual funds, combining active and passive investment approaches while adhering to ERISA fiduciary standards for retirement accounts.
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Advisors near 98683
Out of 400,000+ nationwide