Kori Linn Allen

Employer firm

Pearl Wealth LLC CRD 299508

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 04/2019
  Pine Haven Investment Counsel
  Portland, OR
• 01/2019 → Present
  Pearl Wealth Llc
  Portland, OR
• 07/2009 → 12/2018
  Pine Haven Investment Counsel
  Portland, OR

Previous Registrations

• 2009-07-16 → 2019-04-25
  Pine Haven Investment Counsel, Inc.
  Fairhaven, MA
• 2003-03-17 → 2009-07-09
  Coldstream Wealth Management
  Portland, OR
• 1997-04-28 → 2003-03-12
  Western Pacific Investment Advisers Inc
  Portland, OR

Other Businesses

(1.) NAME OF OBA: DUPLEX RENTAL; ADDRESS OF OBA: PORTLAND, OREGON 97204; NATURE: 1 FLOOR OF MY OWNER-OCCUPIED HOME; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER; DUTIES: MAINTAIN UNIT, BUILDING & GROUNDS; SCREEN RENTERS; PROCESS APPLICATIONS, RECEIVE RENT; START DATE: 3/2005; APPROX. NUMBER OF HOURS/MONTH: 0.5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: THE LIBRARY FOUNDATION; ADDRESS OF OBA: PORTLAND, OREGON 97209; NATURE: NON-PROFIT WHICH SUPPORTS SPECIFIC LITERACY PROGRAMS FOR THE MULTNOMAH COUNTY LIBRARY; INVESTMENT RELATED: YES; TITLE WITH OBA: CHAIR OF THE BOARD OF TRUSTEES; DUTIES: LIASON BETWEEN BOARD AND EXECUTIVE DIRECTOR; PRESIDE OVER QUARTERLY BOARD MEETINGS; PARTICIPATE IN COMMITTEE MEETINGS AS A NON-VOTING MEMBER (BOARD DEVELOPMENT, FINANCE, INVESTMENTS); START DATE: 07/01/2025; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (3.) NAME OF OBA: NWCG (NICK WILSON CHARITABLE GROUP); ADDRESS OF OBA: PORTLAND, OR 97280; NATURE: NON-PROFIT SUPPORTING FAMILIES WITH CHILDREN RECEIVING BONE MARROW TRANSPLANTS. GRANTS PROVIDE FINANCIAL SUPPORT IN AREAS NOT COVERED BY MEDICAL INSURANCE. INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER, SECRETARY; DUTIES: PARTICIPATE IN MEETINGS, REVIEW GRANT PROPOSALS, MINUTES; START DATE: 09/30/2015 APPROX. NUMBER OF HOURS/MONTH: 0.25; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: NANCY RYLES SCHOLARSHIP FUND AT OCF; ADDRESS OF OBA: PORTLAND, OR 97205; NATURE: SCHOLARSHIP FUND SUPPORTING WOMEN RETURNING TO COLLEGE AFTER AN INTERRUPTION; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: PARTICIPATE IN MEETINGS FOR OVERSIGHT, ROTATING CHAIR FOR ANNUAL SELECTION PROCESS (3 MEMBERS); START DATE: 07/01/2025; APPROX. NUMBER OF HOURS/MONTH: 0.25; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-21
• S63 Uniform Securities Agent State Law Examination
  1991-09-26

Designations

• Certified Financial Planner

Other Names

• Kori Linn Allen
• Kori Linn Allen