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Stefanie Kathleen Pickard

Old Growth Financial LLC

Portland, OR

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Current Employers
Old Growth Financial Llc

3759 Ne Mlk Jr Blvd, Portland, OR 97212 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-06-01
  • OR RA
    APPROVED
    Since 2021-06-01

Branch Locations

3759 Ne Mlk Blvd, Portland, OR 97212 • 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
Johnstone Financial Advisors Lake Oswego OR 06/2019 11/2020
Lewis & Clark College Portland OR 04/2005 09/2019
Johnstone Financial Advisors Lake Oswego OR 11/2019 11/2020
Unemployed Portland OR 11/2020 01/2021
Old Growth Financial Llc Portland OR 01/2021 Present
  • 06/2019 → 11/2020
    Johnstone Financial Advisors
    Lake Oswego, OR
  • 04/2005 → 09/2019
    Lewis & Clark College
    Portland, OR
  • 11/2019 → 11/2020
    Johnstone Financial Advisors
    Lake Oswego, OR
  • 11/2020 → 01/2021
    Unemployed
    Portland, OR
  • 01/2021 → Present
    Old Growth Financial Llc
    Portland, OR
Previous Registrations
  • 2019-11-18 → 2020-12-01
    Johnstone Financial Advisors
    Center, TX
    Lake Oswego, Or 97034, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-12
  • S66 Uniform Combined State Law Examination
    2020-05-12
Designations
Other Names
  • Stephanie Pickard
  • Stefanie Kathleen Thiel
  • Stefanie Pickard

View on SEC IAPD

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STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
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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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