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Carrie Thelise Maerz

Tpg Financial Advisors, LLC

Portland, OR

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Current Employers
Tpg Financial Advisors, Llc

11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-02-28
  • OR RA
    APPROVED
    Since 2023-02-28

Branch Locations

11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • 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
Foresters Financial Beaverton OR 06/2013 10/2017
M Holdings Securities Portland OR 10/2017 09/2022
Tpg Financial Advisors. Llc Portland OR 02/2023 Present
Trellis Advisors, Llc Seattle WA 09/2022 01/2023
Unemployed Mcminnville OR 01/2023 02/2023
  • 06/2013 → 10/2017
    Foresters Financial
    Beaverton, OR
  • 10/2017 → 09/2022
    M Holdings Securities
    Portland, OR
  • 02/2023 → Present
    Tpg Financial Advisors. Llc
    Portland, OR
  • 09/2022 → 01/2023
    Trellis Advisors, Llc
    Seattle, WA
  • 01/2023 → 02/2023
    Unemployed
    Mcminnville, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-21
S63 Uniform Securities Agent State Law Examination 2012-05-29
  • S66 Uniform Combined State Law Examination
    2016-11-21
  • S63 Uniform Securities Agent State Law Examination
    2012-05-29

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
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MERCER GLOBAL ADVISORS INC. · Tigard, OR
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