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Todd Charles Meier

Boz & Company LLC

Lake Oswego, OR

Vancouver, WA

CRD 6216427

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Employer firm

Boz & Company LLC CRD 167851

$15.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Boz & Company Llc

525 3Rd St Suite 200, Lake Oswego, OR 97034 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
TX RA APPROVED_RES 2022-04-13
WA RA APPROVED 2014-01-03
  • OR RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2022-04-13
  • WA RA
    APPROVED
    Since 2014-01-03

Branch Locations

525 3Rd St Suite 200, Lake Oswego, OR 97034 • United States

Park Tower Addition 201 Ne Park Plaza Drive, Vancouver, WA 98684 • 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
Boz & Company Llc Vancouver WA 04/2013 Present
Designations
  • Chartered Financial Analyst

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

More in Lake Oswego, OR

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