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5335 Meadows Road Suite 375, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-29 |
Branch Locations
5335 Meadows Road Suite 375, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Craig Childress, Inc. | Lake Oswego | OR | 02/2015 | 03/2017 |
| Lpl Financial, Llc | Lake Oswego | OR | 03/2015 | Present |
| Oswego Wealth Management Inc. | Lake Oswego | OR | 05/2015 | 04/2018 |
| Oswego Wealth Advisors, Inc. Fka Oswego Wealth Management, Inc. | Lake Oswego | OR | 04/2018 | 07/2020 |
| Oswego Wealth Management, Inc. Fka Riback Wealth Management, Inc | Lake Oswego | OR | 04/2020 | 07/2020 |
| Oswego Private Wealth Management Llc | Lake Oswego | OR | 05/2020 | Present |
1. 3/23/2015 - Lenz Financial Group - DBA: Oswego Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 3/16/15 - Time Spent 5% - Fixed life, fixed annuities, LTC, disability, universal indexed life, immediate fixed annuities. 2. 3/23/2015 - Oswego Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/16/15 - Time Spent 15%. 3. 7/20/2021 - Oswego Private Wealth Management, LLC - DBA: Oswego Private Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2021 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-11 |
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