Pradeep Tempalli

Employer firm

Allium Financial Advisors, LLC CRD 288462

$734M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2016 → 10/2016
  Arnerich Massena, Inc.
  Portland, OR
• 10/2016 → 04/2017
  Tru Independence Asset Management, Llc
  Portland, OR
• 05/2017 → Present
  Allium Financial Advisors, Llc
  Portland, OR

Previous Registrations

• 2016-11-10 → 2017-09-11
  Tru Independence Asset Management, Llc
  Portland, OR
• 2016-06-10 → 2016-10-27
  Arnerich Massena, Inc.
  Portland, OR
• 2010-10-22 → 2016-02-29
  Steward Partners Investment Solutions, Llc
  Portland, OR
• 2006-12-20 → 2010-03-25
  Wells Fargo Investments, Llc
  Mt.ANgel, OR
  Portland, OR
  Keizer, OR
  Mount Angel, OR
  Eugene, OR
  Salem, OR
  Salem, OR

Other Businesses

1. UNITED WAY OF THE COLUMBIA-WILLAMETTE; NOT INVESTMENT RELATED; PORTLAND, OR; CHARITY; TREASURER AND BOARD MEMBER; LESS THAN ONE HOUR DEVOTED PER MONTH, ZERO DURING TRADING HOURS; BOARD MEETINGS AND TREASURER DUTIES. 2. SAICON CONSULTANTS; NOT INVESTMENT RELATED; PORTLAND, OR; SOFTWARE CONSULTING; INDEPENDENT CONTRACTOR; THREE HOURS DEVOTED PER MONTH, ZERO DURING TRADING HOURS; CONSULTING ON SOFTWARE.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-14

Designations

• Certified Financial Planner
• Chartered Financial Analyst