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Inactive

Ted Nathan Taplett

Strategic Finance Inc.

Clackamas, OR

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Current Employers
Strategic Finance Inc.

9123 Se St. Helens Street Suite #165, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-31
OR RA APPROVED 2024-01-08
  • WA RA
    APPROVED
    Since 2025-07-31
  • OR RA
    APPROVED
    Since 2024-01-08

Branch Locations

9123 Se St. Helens Street Suite #165, 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
Strategic Finance Inc. Clackamas OR 09/2023 Present
Cfa Institute West Linn OR 09/2021 Present
Household West Linn OR 09/2020 08/2021
Grace Community Church Gresham OR 08/2015 08/2020
  • 09/2023 → Present
    Strategic Finance Inc.
    Clackamas, OR
  • 09/2021 → Present
    Cfa Institute
    West Linn, OR
  • 09/2020 → 08/2021
    Household
    West Linn, OR
  • 08/2015 → 08/2020
    Grace Community Church
    Gresham, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-18
  • S65 Uniform Investment Adviser Law Examination
    2023-09-18

View on SEC IAPD

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Other Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

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