Dirk Philippus Marti Conradie

Employer firm

Wealth Advisors Nw CRD 284468

$354M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• REAL ESTATE ANALYSIS SERVICES AND 1031 EXCHANGE CONSULTING SERVICES AND ESTATE PLANNING ASSISTANCE SERVICES

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

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

Current Employers

Employment History

• 07/2012 → 10/2016
  Roi Financial
  Beaverton, OR
• 07/2016 → Present
  Wealth Advisors Northwest Llc
  Portland, OR
• 09/2008 → Present
  Dougall Conradie Llc
  Portland, OR
• 10/2012 → 10/2016
  Roi Financial Advisors, Llc
  Beaverton, OR

Previous Registrations

• 2012-07-23 → 2016-10-04
  Roi Financial
  Beaverton, OR

Other Businesses

Dougall Conradie LLC is a CPA practice. TFA Solutions owns 1/3rd of the business and has multiple other partners. Mr. Conradie spends the majority of his time on his CPA practice. Dougall Conradie LLC may refer clients for advisory service. No referral fees are paid to Dougall Conradie LLC. CONRADIE INVESTMENTS LLC OWNS AN 8¬PLEX REAL ESTATE RENTAL PROPERTY. MR. CONRADIE OWNS 50% AND KRISTIN CONRADIE (SPOUSE) OWNS 50%. HE SPENDS SMALL PORTION OF TIME (LESS THAN 10%) DOING BOOKKEEPING AND TAXES. CONRADIE PROPERTIES LLC OWNS A 5¬PLEX REAL ESTATE RENTAL PROPERTY. MR. CONRADIE OWNS 50% AND KRISTIN CONRADIE (SPOUSE) OWNS 50%. HE SPENDS SMALL PORTION OF TIME (LESS THAN 10%) DOING BOOKKEEPING AND TAXES. LMJ Enterprises LLC owns a commercial property in Oregon. Mr. Conradie owns 25% of this partnership. The CPA practice leases office space from LMJ Enterprises LLC. TFA Solutions Inc is a holding company owned 100% by Mr. Conradie to hold and manage family-related investments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-20

Designations

• Personal Financial Specialist