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Mainsail Financial Group CRD 317970
$404M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-25 |
| WA | RA | APPROVED | 2025-03-25 |
Branch Locations
11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
975 Oak Street Suite 785, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Tree, Llc Dba Journeytree Financial Advisors | Eugene | OR | 11/2010 | 02/2025 |
| Mainsail Financial Group, Llc | Eugene | OR | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-22 |
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