Nelson Eugene Rutherford

Employer firm

Multnomah Group, Inc. CRD 132131

$2.67B regulatory AUM 134 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/1970 → 12/2017
  Alten Sakai & Company Llp
  Portland, OR
• 05/2004 → Present
  Evergreen Financial Advisors, Inc.
  Portland, OR
• 01/2018 → Present
  Alten Sakai & Company Llp
  Portland, OR

Previous Registrations

• 2010-09-03 → 2021-02-11
  Evergreen Financial Advisors, Inc.
  Portland, OR
• 2003-08-12 → 2004-06-15
  Wealth Management, Inc.
  Lake Oswego, OR

Other Businesses

Nelson Rutherford retired as Managing Partner of the CPA firm Alten Sakai & Company LLP, Portland, Oregon on December 31, 2017, and now holds the title "of Counsel" as part of that transition; Mr. Rutherford devotes approx. 40 hours per month on this activity and mainly assists with client consulting.

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Eugene Nelson Rutherford