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1976 Garden Avenue, Eugene, OR 97403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isler Cpa, Llc | Eugene | OR | 06/2006 | Present |
| Isler Wealth Management, Llc | Eugene | OR | 02/2018 | Present |
PARTNER AND CPA OF ISLER CPA LLC SINCE JUNE 2006. 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. MUNRO DEVOTES APPROXIMATELY 60 HOURS OF HIS BUSINESS TIME PER MONTH TO HIS RESPONSIBILITIES WITH THE CPA FIRM. APPROXIMATELY 6 HOURS PER DAY IS DEVOTED TO THE CPA FIRM ACTIVITY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
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