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Michael Standifer Elfers

Allium Financial Advisors, LLC

Lake Oswego, OR

CRD 712251

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Employer firm

Allium Financial Advisors, LLC CRD 288462

$734M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Allium Financial Advisors, Llc

310 N State Street Suite 208, Lake Oswego, OR 97034 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-19
  • OR RA
    APPROVED
    Since 2025-01-19

Branch Locations

310 N State Street Suite 208, Lake Oswego, OR 97034 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Irvington Capital Llc Portland OR 04/2008 Present
  • 04/2008 → Present
    Irvington Capital Llc
    Portland, OR
Previous Registrations
  • 2019-06-19 → 2024-12-31
    Irvington Capital Llc
    Portland, OR
  • 2008-04-28 → 2013-07-10
    Irvington Capital Llc
    Portland, OR
  • 1991-01-01 → 2008-04-08
    Wells Fargo Investments, Llc
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-23
S63 Uniform Securities Agent State Law Examination 1980-06-11
  • S66 Uniform Combined State Law Examination
    2006-03-23
  • S63 Uniform Securities Agent State Law Examination
    1980-06-11
Other Names
  • Mickey Elfers
  • Michael Scott Elfers

View on SEC IAPD

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