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Deschutes Investment Consulting, LLC CRD 155312
$2.89B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Sw Market Street Suite 550, Portland, OR 97201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2014-09-26 |
Branch Locations
200 Sw Market Street Suite 550, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown & Brown Northwest | Portland | OR | 07/2001 | Present |
| Deschutes Investment Consulting, Llc | Portland | OR | 08/2014 | Present |
BROWN & BROWN NORTHWEST. SINCE 07/2013.NON-INVESTMENT RELATED. IS 2701 NW VAUGHN, PORTLAND, OR 97210. INSURANCE AGENCY/BROKERAGE/CONSULTING. POSITION-SR. VP EMPLOYEE BENEFITS. DUTIES ARE SALES, CONSULTING AND SERVICE OF EMPLOYEE BENEFIT PLAN CLIENTS (LIFE AND HEALTH INSURANCE). 200 HOURS/MONTH. 160 HOURS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-03 |
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