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Current Employers
Somerset Wealth Management, Llc

4600 S Kelly Avenue, Portland, OR 97239 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-29
  • OR RA
    APPROVED
    Since 2025-01-29

Branch Locations

4600 S Kelly Avenue, Portland, OR 97239 • 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
Tyfl Referee Association Lake Oswego OR 09/2017 11/2018
Lakeridge High School Lake Oswego OR 08/2016 06/2020
Yakima Valley College Yakima WA 08/2020 03/2022
University Of Oregon Eugene OR 03/2022 06/2024
Venus Concept Lake Oswego OR 06/2022 09/2022
Somerset Wealth Strategies Portland OR 06/2022 Present
Somerset Wealth Management, Llc Portland OR 01/2025 Present
Somerset Securities Portland OR 10/2022 Present
  • 09/2017 → 11/2018
    Tyfl Referee Association
    Lake Oswego, OR
  • 08/2016 → 06/2020
    Lakeridge High School
    Lake Oswego, OR
  • 08/2020 → 03/2022
    Yakima Valley College
    Yakima, WA
  • 03/2022 → 06/2024
    University Of Oregon
    Eugene, OR
  • 06/2022 → 09/2022
    Venus Concept
    Lake Oswego, OR
  • 06/2022 → Present
    Somerset Wealth Strategies
    Portland, OR
  • 01/2025 → Present
    Portland, OR
  • 10/2022 → Present
    Somerset Securities
    Portland, OR
Other Businesses

1. SOMERSET WEALTH MANAGEMENT - INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. THIS IS AN INVESTMENT ADVICE FEE BASED RIA. POSITION: INVESTMENT ADVISOR/ FEE BASED WEALTH MANAGER. START DATE 02/01/2025. NUMBER OF HOURS - 40 HOURS PER MONTH DURING TRADING HOURS 2. SOMERSET WEALTH STRATEGIES - NOT INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. THIS IS A FIXED ANNUITY SALES AGENCY. POSITION: FINANCIAL PROFESSIONAL. COMPENSATION: COMMISSIONS. DUTIES: FACILITATE SALES OF FIXED ANNUITIES, MAKES REFERRALS TO AE MEDICARE SOLUTIONS. CONTRIBUTOR TO ANNUITYFYI.COM - MARKETING ARM OF SOMERSET WEALTH STRATEGIES WHICH PROVIDES FREE ANNUITY INFORMATION ONLINE. START DATE 10/01/2022. NUMBER OF HOURS - 50 PER MONTH, APPROXIMATELY HALF OUTSIDE OF TRADING HOURS 3. LIONCREST FINANCIAL, LLC -NON- INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. ROLE, MANAGING MEMBER. THIS IS A SOLE MEMBER LLC ESTABLISHED TO MAINTAIN CONTRACTUAL RELATIONS WITH SOMERSET WEALTH STRATEGIES. START DATE 01/04/2024. 1 HOUR PER MONTH TO THIS ACTIVITY, OUTSIDE OF TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-25
S65 Uniform Investment Adviser Law Examination 2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2023-04-19

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