Benjamin Ronald Bistline

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Raymond James Financial Services, Inc.
  Oregon City, OR
• 08/2012 → 07/2019
  Metis Wealth Advisory Group
  Lake Oswego, OR
• 06/2015 → Present
  Raymond James Financial Services Advisors, Inc
  Oregon City, OR

Previous Registrations

• 2011-02-22 → 2019-07-31
  Metis Wealth Advisory Group
  Lake Oswego, OR

Other Businesses

(1) Name of Business: Address: 24474 S Hayfield Rd, Beavercreek, OR, 97004, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the shared living space that the renter is leasing. (2) Name of Business: Metis Wealth Advisory Group Address: 4900 Meadows Rd Ste 100, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2008-09-11

Designations

• Certified Financial Planner

Other Names

• Benjamin R Bistline
• Benjamin Ronald Bistline
• Ben Bistline