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Scott Denis Abrahamson

Wellspring Advisors, Inc.

Hillsboro, OR

Gilbert, AZ

CRD 4299120

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Employer firm

Wellspring Advisors, Inc. CRD 147861

$152M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Wellspring Advisors, Inc.

4660 Ne Belknap Court Suite 221, Hillsboro, OR 97124 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-06-28
TX RA APPROVED 2021-10-04
OR RA APPROVED 2020-10-30
  • AZ RA
    APPROVED
    Since 2022-06-28
  • TX RA
    APPROVED
    Since 2021-10-04
  • OR RA
    APPROVED
    Since 2020-10-30

Branch Locations

4660 Ne Belknap Court Suite 221, Hillsboro, OR 97124 • United States

Gilbert, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portland Community College Hillsboro OR 11/1997 Present
Kms Financial Services Inc Hillsboro OR 02/2001 10/2020
The H Group, Inc. Portland OR 12/2016 04/2018
Oswego Wealth Advisors Inc. Lake Oswego OR 10/2020 Present
  • 11/1997 → Present
    Portland Community College
    Hillsboro, OR
  • 02/2001 → 10/2020
    Kms Financial Services Inc
    Hillsboro, OR
  • 12/2016 → 04/2018
    The H Group, Inc.
    Portland, OR
  • 10/2020 → Present
    Oswego Wealth Advisors Inc.
    Lake Oswego, OR
Previous Registrations
  • 2003-08-05 → 2020-10-30
    Kms Financial Services, Inc.
    Hillsboro, OR
    Hillsboro, OR
  • 2016-12-21 → 2018-04-23
    The H Group, Inc.
    Hillsboro, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-05
  • S66 Uniform Combined State Law Examination
    2001-02-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAPITAL UNITED, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BRETT MICHAEL PALMQUIST
CHAD JACOB SOUTHWORTH
Brian Scott Fuller

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · HILLSBORO, OR
CAPITAL UNITED, LLC · HILLSBORO, OR
CETERA INVESTMENT ADVISERS LLC · HILLSBORO, OR

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