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Kaleen R Anderson

Skyline Financial Northwest

Portland, OR

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Current Employers
Skyline Financial Northwest

2121 Sw Broadway Suite 100, Portland, OR 97201 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-04
OR RA APPROVED 2025-09-04
WA RA APPROVED 2021-02-12
  • CA RA
    APPROVED
    Since 2025-09-04
  • OR RA
    APPROVED
    Since 2025-09-04
  • WA RA
    APPROVED
    Since 2021-02-12

Branch Locations

2121 Sw Broadway Suite 100, Portland, OR 97201 • 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
Skyline Financial Northwest Portland OR 09/2019 Present
Unemployed Portland OR 07/2019 09/2019
Self-Employed Portland OR 04/2018 02/2019
North Portland OR 02/2015 04/2018
Modernist Financial Portland OR 02/2019 06/2019
Dlr Farms Goodland KS 03/2024 Present
  • 09/2019 → Present
    Skyline Financial Northwest
    Portland, OR
  • 07/2019 → 09/2019
    Unemployed
    Portland, OR
  • 04/2018 → 02/2019
    Self-Employed
    Portland, OR
  • 02/2015 → 04/2018
    North
    Portland, OR
  • 02/2019 → 06/2019
    Modernist Financial
    Portland, OR
  • 03/2024 → Present
    Dlr Farms
    Goodland, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-11
  • S65 Uniform Investment Adviser Law Examination
    2021-02-11

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
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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