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Nicole Marie Wilson

Vista Capital Partners, Inc.

Portland, OR

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Current Employers
Vista Capital Partners, Inc.

9755 Sw Barnes Road Suite 595, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-03
  • OR RA
    APPROVED
    Since 2024-07-03

Branch Locations

9755 Sw Barnes Road Suite 595, Portland, OR 97225 • 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
Anderson Fisher Llc Dba Human Investing Lake Oswego OR 09/2019 Present
Pricewaterhousecoopers Brussels 08/2018 08/2019
Unemployed Etterbeek 04/2018 07/2018
Kpmg Portland OR 09/2016 03/2018
  • 09/2019 → Present
    Anderson Fisher Llc Dba Human Investing
    Lake Oswego, OR
  • 08/2018 → 08/2019
    Pricewaterhousecoopers
    Brussels
  • 04/2018 → 07/2018
    Unemployed
    Etterbeek
  • 09/2016 → 03/2018
    Kpmg
    Portland, OR
Previous Registrations
  • 2020-01-25 → 2022-08-10
    Human Investing
    Lake Oswego, OR
    Lake Oswego, OR
Other Businesses

Licensed Certified Public Accountant (Oregon), March 2018.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-10
  • S65 Uniform Investment Adviser Law Examination
    2019-12-10
Designations

View on SEC IAPD

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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

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