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Kobe Myles Gustafson

Cgc Financial Services

Lake Oswego, OR

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Current Employers
Cgc Financial Services

5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-08-19
  • OR RA
    APPROVED
    Since 2026-08-19

Branch Locations

5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • 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
Cgc Financial Services Lake Oswego OR 11/2023 Present
Massmutual Oregon Lake Oswego OR 06/2023 11/2023
Wayward Sandwiches Canby OR 04/2021 09/2021
Gustafson Insurance Canby OR 09/2015 09/2020
Unemployed Corvallis OR 09/2021 06/2023
Unemployed Corvallis OR 09/2020 04/2021
Osaic Wealth, Inc Lake Oswego OR 09/2024 08/2026
  • 11/2023 → Present
    Cgc Financial Services
    Lake Oswego, OR
  • 06/2023 → 11/2023
    Massmutual Oregon
    Lake Oswego, OR
  • 04/2021 → 09/2021
    Wayward Sandwiches
    Canby, OR
  • 09/2015 → 09/2020
    Gustafson Insurance
    Canby, OR
  • 09/2021 → 06/2023
    Unemployed
    Corvallis, OR
  • 09/2020 → 04/2021
    Unemployed
    Corvallis, OR
  • 09/2024 → 08/2026
    Osaic Wealth, Inc
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-04
S63 Uniform Securities Agent State Law Examination 2024-03-16
  • S65 Uniform Investment Adviser Law Examination
    2024-05-04
  • S63 Uniform Securities Agent State Law Examination
    2024-03-16
Other Names
  • Kobe Gustafson

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

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

More in Lake Oswego, OR

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