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Inman Financial Services, Inc. CRD 297414
$197M regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12703 Sw 67Th Avenue, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-07 |
| WA | RA | APPROVED | 2019-05-01 |
| OR | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Portland | OR | 10/2014 | 02/2018 |
| Inman Financial Services | Portland | OR | 02/2018 | Present |
| Inman Financial Services, Inc. | Portland | OR | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-07 |
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