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Teriann Kruse

Tandem Views Investment Services, LLC

Lake Oswego, OR

CRD 5794629

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Employer firm

Tandem Views Investment Services, LLC CRD 281611

$7.59M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Tandem Views Investment Services, Llc

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035-8661 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2016-01-04
  • OR RA
    APPROVED
    Since 2016-01-04

Branch Locations

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035-8661 • 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
Previous Registrations
  • 2013-08-14 → 2015-10-09
    Financial Advocates Investment Management
    Olympia, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-05
S63 Uniform Securities Agent State Law Examination 2010-07-09
  • S65 Uniform Investment Adviser Law Examination
    2011-10-05
  • S63 Uniform Securities Agent State Law Examination
    2010-07-09
Designations
  • Certified Financial Planner
Other Names
  • Teriann Stevenson
  • Teriann Kruse
  • Teriann None Kruse

View on SEC IAPD

Nearby Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nearby Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI

Nearby Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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