Colton Etherton (CRD# 6528704) is an Investment Advisor Representative working at Out Of The Office Planning in Beaverton, OR and has over 8 years of experience in the finance industry. Colton Etherton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elements Technology, Inc. | South Jordan, UT | Jan 2023 - Current | 1 |
| Out Of The Office Planning LLC | Beaverton, OR | Nov 2020 - Current | 3 |
| Johnstone Brokerage Services, LLC | Lake Oswego, OR | Aug 2019 - Nov 2020 | 1 |
| Johnstone Financial Advisors | Lake Oswego, OR | Apr 2018 - Nov 2020 | 2 |
| Cantella & Company, Inc. | Boston, MA | Nov 2018 - Aug 2019 | < 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2018 - Nov 2018 | < 1 |
| Charles Schwab & Company, Inc. | Portland, OR | Mar 2016 - Apr 2018 | 2 |
| Charles Schwab Bank | Portland, OR | Mar 2016 - Apr 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jun 2015 - Feb 2016 | < 1 |
| Firstbank | Gilbert, AZ | Feb 2014 - Jun 2015 | 1 |
| University Of Phoenix | Gilbert, AZ | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- OR
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Total Assets Under Management2MILLIONS
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Total Number of Accounts14ACCOUNTS
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Average Account Value$126,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OR
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