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5741 Ne Glisan St. Ste. 1, Portland, OR 97213-3793 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5741 Ne Glisan St. Ste. 1, Portland, OR 97213-3793 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon Financial Products & Services, Llc | Portland | OR | 12/2007 | Present |
I AM ENGAGED IN TWO OTHER BUSINESSES AS SOLE PROPRIETOR, LIFE AND HEALTH INSURANCE AGENT AND INCOME TAX PREPARER. BOTH OTHER BUSINESSES ARE CONDUCTED UNDER THE SAME NAME AS THE INVESTMENT ADVISOR BUSINESS, OREGON FINANCIAL PRODUCTS & SERVICES, LLC. BOTH OTHER BUSINESSES ARE INVESTMENT RELATED. BOTH OTHER BUSINESSES ARE CONDUCTED AT THE SAME ADDRESS AS THE INVESTMENT ADVISOR BUSINESS. LIFE/HEALTH INSURANCE AGENT (SINCE 1982) - 10% OF TIME ANNUALLY INCOME TAX PREPARER (SINCE 1988) - 20% OF TIME ANNUALLY (70% FEBRUARY, MARCH & APRIL)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-04 |
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