Donald Mattersdorff, financial advisor Lake Oswego OR

Donald Mattersdorff

CRD Number: 1841343
Current Firm: D. Mattersdorff LLC
Compensation Model: Fee Only
Donald Mattersdorff (CRD# 1841343) is an Investment Advisor Representative working at D. Mattersdorff LLC in Beaverton, OR and has over 27 years of experience in the finance industry.
Similar Advisors
Jason Tafoya, financial advisor Lake Oswego OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Lake Oswego OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Lake Oswego OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Professional Designations
Company Name Location Dates Years
D. Mattersdorff LLC Lake Oswego, OR Sep 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Donald W. Mattersdorff
Phone Number: (510) 842-6060
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $906,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Ready to hire a financial advisor? Get competitive proposals from Donald Mattersdorff and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.