Paul William Svendsen

Employer firm

Black Diamond Financial, LLC CRD 145108

$1.37B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2002 → Present
  Axia Valuation Llc
  Bend, OR
• 05/2008 → 10/2016
  Axia Wealth Management Inc.
  Bend, OR
• 10/2016 → Present
  Black Diamond Financial, Llc
  Towson, MD
• 01/2013 → 04/2020
  Central Oregon Community College
  Bend, OR
• 06/2021 → Present
  Callan Accounting Cpa's & Advisors, Llc
  Bend, OR
• 04/2021 → Present
  Mountain Top, Llc
  Bend, OR

Previous Registrations

• 2011-05-16 → 2017-04-19
  Axia Wealth Management Inc
  Bend, OR

Other Businesses

Mr. Svendsen spends approximately 25% of his time on the following: 1. Paul W. Svendsen has an affiliated business as a Certified Public Accountant (CPA) with Axia Valuation LLC. He has been licensed since 1987. 2. Callan Accounting CPA's & Advisors, LLC; investment related; 855 SW Yates Dr. #101, Bend, OR 97702; Accounting Services; Owner; June 2021; 10 hrs./month; 0 hrs. during trading; Assisting clients with general financial planning and estate planning suggestions other than investment related planning. 3. Mountain Top, LLC; not investment related; CPA firm; Member/Owner; April 2021; 2 hrs./month; 2 hrs. during trading; Provides oversight of firm activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-02

Designations

• Personal Financial Specialist