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1976 Garden Avenue, Eugene, OR 97403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2021-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isler Wealth Management, Llc | Eugene | OR | 10/2016 | Present |
| Isler Cpa Llc | Eugene | OR | 07/2015 | Present |
1) PARTNER AND CPA OF ISLER CPA LLC SINCE JULY OF 2015. 1976 GARDEN AVENUE, EUGENE, OR 97403. ACTIVITY IS NOT INVESTMENT-RELATED. RESPONSIBILITIES INVOLVE SERVING THE TAX AND ACCOUNTING NEEDS OF BUSINESS AND INDIVIDUAL CLIENTS. MR. LEWIS DEVOTES APPROXIMATELY 80 HOURS OF HIS BUSINESS TIME PER MONTH TO HIS RESPONSIBILITIES WITH THE CPA FIRM. APPROXIMATELY 60 HOURS PER MONTH IS DEVOTED TO THE CPA FIRM ACTIVITY DURING SECURITIES TRADING HOURS. 2) PASSIVE OWNER OF RENTAL PROPERTY AT 2885 BRIDALWOOD LN., LEHI, UT. ACTIVITY IS NOT INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-16 |
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