Inactive

Sheree Demers Arntson

Allium Financial Advisors, LLC

Lake Oswego, OR

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Current Employers

Allium Financial Advisors, Llc

310 N State Street Suite 208, Lake Oswego, OR 97034 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-10-29
WA	RA	APPROVED	2017-09-25
OR	RA	APPROVED	2017-07-07

CA RA
APPROVED

Since 2020-10-29
WA RA
APPROVED

Since 2017-09-25
OR RA
APPROVED

Since 2017-07-07

Branch Locations

310 N State Street Suite 208, 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

Organization	City	State	From	To
Arnerich Massena & Associates, Inc.	Portland	OR	12/1994	10/2016
Tru Independence Asset Management, Llc	Portland	OR	10/2016	04/2017
Allium Financial Advisors, Llc	Portland	OR	05/2017	Present

12/1994 → 10/2016

Arnerich Massena & Associates, Inc.

Portland, OR
10/2016 → 04/2017

Tru Independence Asset Management, Llc

Portland, OR
05/2017 → Present

Allium Financial Advisors, Llc

Portland, OR

Previous Registrations

2016-10-06 → 2017-09-11

Tru Independence Asset Management, Llc

Portland, OR
1999-09-14 → 2016-10-27

Arnerich Massena, Inc.

Portland, OR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-05-03

S63 Uniform Securities Agent State Law Examination

1999-05-03

Other Names

Sheree Ruth Demers
Sheree Ruth Demers

View on SEC IAPD

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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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