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Grant Michael Finter

Axiom Wealth Strategies, LLC

Bend, OR

CRD 7864958

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Employer firm

Axiom Wealth Strategies, LLC CRD 313124

$125M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Axiom Wealth Strategies, Llc

243 Sw Scalehouse Loop Suite 5B, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-14
ID RA APPROVED 2024-06-27
OR RA APPROVED 2024-06-27
  • WA RA
    APPROVED
    Since 2025-10-14
  • ID RA
    APPROVED
    Since 2024-06-27
  • OR RA
    APPROVED
    Since 2024-06-27

Branch Locations

243 Sw Scalehouse Loop Suite 5B, Bend, OR 97702 • 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
N/A Bend OR 12/2012 05/2024
Axiom Wealth Strategies, Llc Bend OR 06/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-27
  • S65 Uniform Investment Adviser Law Examination
    2024-06-27

View on SEC IAPD

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Nearby Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR

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