Karri Marie Maccluer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Raymond James Financial Services, Inc.
  Tigard, OR
• 05/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Tigard, OR

Previous Registrations

• 2013-12-02 → 2014-05-05
  Foresters Advisory Services, Llc
  Beaverton, OR

Other Businesses

(1)Name of Business: Karri MacCluer PC Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a S-Corp set up for ownership of Kruse Woods Financial Partners along with expenses associated with my advisory business (2)Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: N/A Address: 20340 SW 216th Pl, Sherwood, OR, 97023, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/14/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Rental Property (4)Name of Business: Project 3.0 Address: 6855 SW Baylor St, Tigard, OR, 97223, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/28/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a commercial building (5)Name of Business: Project Discovery LLC Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor- utilize company to separate expenses and overhead

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-07
• S63 Uniform Securities Agent State Law Examination
  1999-07-19

Designations

• Certified Financial Planner

Other Names

• Karri Marie Brink
• Karri Marie Brink