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Joseph Edward Opsahl

Defined Wealth Management, LLC

Beaverton, OR

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Current Employers
Defined Wealth Management, Llc

8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-11-03
WA RA APPROVED 2020-11-02
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-11-03
  • WA RA
    APPROVED
    Since 2020-11-02

Branch Locations

8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008 • 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
True Private Wealth Advisors, Llc Portland OR 10/2013 03/2020
Purshe Kaplan Sterling Investments, Inc. Albany NY 10/2013 Present
Defined Wealth Management, Llc Portland OR 02/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-13
S63 Uniform Securities Agent State Law Examination 1984-04-25
  • S65 Uniform Investment Adviser Law Examination
    1995-03-13
  • S63 Uniform Securities Agent State Law Examination
    1984-04-25
Other Names
  • Joe Opsahl

View on SEC IAPD

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