Best Investors Account Sign in
Inactive

Mikela Nicole Rapattoni

Price Financial Group Wealth Management, Inc.

Portland, OR

Portland, OR

Claim This Profile
Current Employers
Price Financial Group Wealth Management, Inc.

7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-09-09
  • OR RA
    APPROVED
    Since 2024-09-09

Branch Locations

7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States

7160 Sw Fir Loop Suite 201, 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
Price Financial Wealth Management, Inc. Portland OR 09/2017 Present
Harry Waller Insurance West Linn OR 03/2003 09/2017
  • 09/2017 → Present
    Price Financial Wealth Management, Inc.
    Portland, OR
  • 03/2003 → 09/2017
    Harry Waller Insurance
    West Linn, OR
Other Businesses

10/2004: INSURANCE AGENT. LIFE, ACCIDENT, AND HEALTH. NOT INVESTMENT RELATED. TIME SPENT = 10 HOURS/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-07
  • S65 Uniform Investment Adviser Law Examination
    2024-09-07
Other Names
  • Mikela Romjue

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

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

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor