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Practice Financial Group CRD 289256
$437M regulatory AUM 48 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
725 N. 5Th Street Suite 200, Jacksonville, OR 97530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-07 |
Branch Locations
725 N. 5Th Street Suite 200, Jacksonville, OR 97530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen Trust Company | Lake Oswego | OR | 06/2005 | 11/2025 |
| Pfg Investments, Llc D/B/A Practice Financial Group | Jacksonville | OR | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
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