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Garrett Michael Johnson

Tpg Financial Advisors, LLC

Portland, OR

CRD 7084220

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Employer firm

Tpg Financial Advisors, LLC CRD 141153

$2.22B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tpg Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-08-13
  • OR RA
    APPROVED
    Since 2022-08-13

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
Unemployed Corvallis OR 03/2009 05/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2019 10/2020
Northwestern Mutual Investment Services Llc Lake Oswego OR 06/2020 10/2020
Tpg Financial Advisors Llc Portland OR 02/2021 Present
Unemployed Portland OR 11/2020 01/2021
  • 03/2009 → 05/2019
    Unemployed
    Corvallis, OR
  • 05/2019 → 10/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2020 → 10/2020
    Northwestern Mutual Investment Services Llc
    Lake Oswego, OR
  • 02/2021 → Present
    Tpg Financial Advisors Llc
    Portland, OR
  • 11/2020 → 01/2021
    Unemployed
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-12
  • S65 Uniform Investment Adviser Law Examination
    2022-08-12
Other Names
  • Garrett Michael Johnson
  • Garrett Johnson

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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