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Chelsa Elise Tiefel

Commonwealth Financial Network

Lake Oswego, OR

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-10
OR RA APPROVED 2022-05-05
  • CA RA
    APPROVED
    Since 2023-01-10
  • OR RA
    APPROVED
    Since 2022-05-05

Branch Locations

696 Mcvey Avenue #201, Lake Oswego, OR 97034 • 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
Wells Fargo Financial Network, Llc St. Louis MO 11/2016 01/2019
N/A Missoula MT 05/2016 11/2016
Werner Financial Group Lake Oswego OR 11/2016 Present
Commonwealth Financial Network Waltham MA 01/2020 Present
Mittleman Jewish Community Center Portland OR 01/2020 08/2020
  • 11/2016 → 01/2019
    Wells Fargo Financial Network, Llc
    St. Louis, MO
  • 05/2016 → 11/2016
    N/A
    Missoula, MT
  • 11/2016 → Present
    Werner Financial Group
    Lake Oswego, OR
  • 01/2020 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2020 → 08/2020
    Mittleman Jewish Community Center
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
  • S66 Uniform Combined State Law Examination
    2022-04-29
Other Names
  • Chelsa Elise Wooding
  • Chelsa Tiefel

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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