Michael Joseph Eugenio

Employer firm

Eugenio Financial CRD 143260

$37.8M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Eugenio Financial

Tigard, OR • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2019-02-14
WA	RA	APPROVED	2014-07-24

OR RA
APPROVED

Since 2019-02-14
WA RA
APPROVED

Since 2014-07-24

Branch Locations

Tigard, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cascade Financial Concepts, Inc	Beaverton	OR	04/1990	Present
Eugenio Financial	Beaverton	OR	03/2009	Present

04/1990 → Present

Cascade Financial Concepts, Inc

Beaverton, OR
03/2009 → Present

Eugenio Financial

Beaverton, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-01-06
S63	Uniform Securities Agent State Law Examination	1994-04-27

S65 Uniform Investment Adviser Law Examination

1997-01-06
S63 Uniform Securities Agent State Law Examination

1994-04-27

Designations

Certified Financial Planner

Other Names

Mike J Eugenio

View on SEC IAPD