Michael William Radakovich

Current Employers

Employment History

• 04/2012 → 10/2020
  Kms Financial Services, Inc
  Seattle, WA
• 10/2020 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 10/2020 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2012-04-30 → 2020-10-22
  Kms Financial Services, Inc.
  Seattle, WA
  Portland, OR
• 2007-07-20 → 2012-12-31
  Summit Financial
  Portland, OR
• 1999-11-01 → 2005-10-20
  New England Securities
  Portland, OR

Other Businesses

1) FIXED INSURANCE SALES. Not Investment related. Start date: 03/25/1987. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Agent. Duties: Sale of fixed annuities, life insurance. Time spent during regular hours: 5%. 2) SUMMIT ADVISORS LLC. Investment related. Start date: 01/01/2012. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Owner. Duties: owner of Summit advisors NW, fee based financial advisor. Time spent during regular hours: 100%. 3) Harrison Family Trust. Investment related. Start date: 01/01/2017. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Successor trustee. Duties: success trustee to Harrison family trust. Time spent during regular hours: 0%. 4) FLY FISHING CLUB OF OREGON. Not Investment related. Start date: 02/02/2022. Address: PO Box 80279, Portland, OR 97280. Title: President. Duties: President of Fly Fishers Club, oversee direction of Club. Time spent during regular hours: 0% 5) RADAKOVICH FAMILY TRUST. Investment related. Start date: 06/15/2001. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Successor trustee. Duties: Co-success trustee. Time spent during regular hours: 0% 6) Wild Steelhead Properties LLC. Not investment related. Start date: 09/25/2023. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Member LLC. Duties: My brother Joe and I inherited building where my current office is located, 3601 SW Multnomah Blvd, Portland, OR 97219. The building has a additional address: 7868 SW Capitol Hwy, Portland, OR 97219. Same building two separate addresses and two separate entrances. There is an existing paying tenant at the 7868 SW Capitol Hwy address. I will help managed the maintenance of the building, which includes building insurance, payment of property taxes, and renewal of leases. Time spent during regular hours: 5%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-03

Designations