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Amy Jolene Candioto

Stangier Wealth Management

Clackamas, OR

CRD 8049120

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Employer firm

Stangier Wealth Management CRD 171336

$300M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Stangier Wealth Management

12550 Se 93Rd Ave Suite 340, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-04-01
  • OR RA
    APPROVED
    Since 2025-04-01

Branch Locations

12550 Se 93Rd Ave Suite 340, Clackamas, OR 97015 • 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
Marquis Companies Portland OR 07/2013 01/2021
Pacificor Llc, Portland OR 01/2021 10/2024
Stangier Wealth Management Clackamas OR 10/2024 Present
  • 07/2013 → 01/2021
    Marquis Companies
    Portland, OR
  • 01/2021 → 10/2024
    Pacificor Llc,
    Portland, OR
  • 10/2024 → Present
    Stangier Wealth Management
    Clackamas, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01

View on SEC IAPD

Nearby Firms

TRUE NORTH RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Nearby Investors

TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON

Nearby Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

More in Clackamas, OR

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