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Heather M.K. Wonderly

Aldrich Wealth LP

Lake Oswego, OR

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Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-03-15
OR RA APPROVED 2008-06-23
  • CA RA
    APPROVED
    Since 2021-03-15
  • OR RA
    APPROVED
    Since 2008-06-23

Branch Locations

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • 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
Aldrich Wealth Lp Lake Oswego OR 03/2005 Present
Previous Registrations
  • 2005-03-10 → 2008-07-09
    Akt Wealth Advisors, Lp
    Lake Oswego, OR
  • 2002-08-12 → 2005-02-11
    Kms Financial Services, Inc.
    Scappoose, OR
Other Businesses

AKT SERVICES LLP; 4275 Commercial St. SE #100 SALEM, OR 97302; HOLDING COMPANY; PRINCIPAL; 2018; 0 HOURS/MONTH; DUTIES: N/A

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-20
  • S66 Uniform Combined State Law Examination
    2001-04-20
Other Names
  • Heather Marie Kottek
  • Heather M Wonderly
  • Heather M.K. Wonderly
  • Heather Wonderly

View on SEC IAPD

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