Best Investors Account Sign in
Inactive

Kenneth Charles Carraro

Financial Planning Northwest

Portland, OR

CRD 5662104

Claim This Profile
Employer firm

Financial Planning Northwest CRD 324177

30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Financial Planning Northwest

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-14
  • OR RA
    APPROVED
    Since 2026-01-14

Branch Locations

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Planning Northwest Llc Portland OR 11/2022 Present
U.S. Bank's Private Wealth Management Group Portland OR 05/2012 07/2022
Unemployed Portland OR 08/2022 10/2022
  • 11/2022 → Present
    Financial Planning Northwest Llc
    Portland, OR
  • 05/2012 → 07/2022
    U.S. Bank's Private Wealth Management Group
    Portland, OR
  • 08/2022 → 10/2022
    Unemployed
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-01
  • S66 Uniform Combined State Law Examination
    2009-07-01
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Portland, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor