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Dirk Philippus Marti Conradie

Wealth Advisors Nw

Portland, OR

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Current Employers
Wealth Advisors Nw

9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-18
TX RA APPROVED 2021-05-27
WA RA APPROVED 2017-08-25
  • OR RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2021-05-27
  • WA RA
    APPROVED
    Since 2017-08-25

Branch Locations

9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roi Financial Beaverton OR 07/2012 10/2016
Wealth Advisors Northwest Llc Portland OR 07/2016 Present
Dougall Conradie Llc Portland OR 09/2008 Present
Roi Financial Advisors, Llc Beaverton OR 10/2012 10/2016
  • 07/2012 → 10/2016
    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
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-20
  • S65 Uniform Investment Adviser Law Examination
    2012-07-20
Designations

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