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Tpg Financial Advisors, LLC CRD 141153
$2.22B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-04-11 |
| OR | RA | APPROVED | 2006-11-09 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
2802 Flintrock Trace Suite 218, Austin, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Partners Group | Portland | OR | 03/1995 | Present |
| Geneos Wealth Management, Inc | Portland | OR | 10/2006 | 05/2019 |
| Tpg Financial Advisors, Llc | Portland | OR | 10/2006 | Present |
1)Licensed to sell insurance under parent company The Partners Group, Ltd.; 2)Rental Income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
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