Tasha Immacolata Mauss

Employer firm

Samara Capital CRD 336178

$123M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2012 → 02/2017
  Unionbank Investment Services Llc
  Portland, OR
• 02/2017 → 05/2021
  Tru Independence Asset Management, Llc (Dba Samara Capital)
  Portland, OR
• 05/2021 → 05/2025
  Strategic Wealth Partners (Dba Samara Capital)
  Portland, OR
• 05/2025 → Present
  Samara Investment Management, Llc
  Lake Oswego, OR

Previous Registrations

• 2021-05-16 → 2025-07-21
  Strategic Wealth Partners, Ltd.
  Independence, OH
  Portland, OR
  Lake Oswego, OR
• 2017-02-14 → 2021-06-01
  Tru Independence Asset Management, Llc
  Portland, OR
• 2012-08-20 → 2017-03-10
  U.S. Bancorp Advisors, Llc
  Portland, OR
  Portland, OR
  Salem, OR
  Portland, OR
  Portland, OR
• 2009-08-17 → 2012-08-08
  Key Investment Services Llc
  Vancouver, WA
  Portland, OR
  Portland, OR
  Keizer, OR
  Salem, OR
  Troutdale, OR
• 2008-12-10 → 2009-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2008-12-08

Other Names

• Tasha Winkler
• Tasha Immacolata Winkler
• Tasha Winkler-Mauss
• Tasha Mauss
• Tasha Immacolata Winkler-Mauss