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Christopher Edward Paul Pawlowski

Wellspring Advisors, Inc.

Hillsboro, OR

Hillsboro, OR

CRD 6157861

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Employer firm

Wellspring Advisors, Inc. CRD 147861

$152M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Wellspring Advisors, Inc.

4660 Ne Belknap Court Suite 221, Hillsboro, OR 97124 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-15
OR RA APPROVED 2020-10-30
  • TX RA
    APPROVED
    Since 2023-11-15
  • OR RA
    APPROVED
    Since 2020-10-30

Branch Locations

4660 Ne Belknap Court Suite 221, Hillsboro, OR 97124 • United States

4660 Ne Belknap Court, Suite 221, Hillsboro, OR 97124 • 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
Ameriprise Financial Services, Inc. Bakersfield CA 07/2014 09/2019
Bca Financial Services Hillsboro OR 09/2019 Present
Kms Financial Services, Inc Seattle WA 02/2020 10/2020
Oswego Wealth Advisors Inc. Lake Oswego OR 10/2020 Present
Hannink, Tanuwijaya & Martinez Bakersfield CA 07/2014 09/2019
  • 07/2014 → 09/2019
    Ameriprise Financial Services, Inc.
    Bakersfield, CA
  • 09/2019 → Present
    Bca Financial Services
    Hillsboro, OR
  • 02/2020 → 10/2020
    Kms Financial Services, Inc
    Seattle, WA
  • 10/2020 → Present
    Oswego Wealth Advisors Inc.
    Lake Oswego, OR
  • 07/2014 → 09/2019
    Hannink, Tanuwijaya & Martinez
    Bakersfield, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-13
  • S66 Uniform Combined State Law Examination
    2015-02-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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