Robert Warmkessel, financial advisor Beaverton OR

Robert Warmkessel

CRD Number: 5566459
Current Firm: Grange Capital, LLC

Robert Warmkessel (CRD# 5566459) is an Investment Advisor Representative working at Grange Capital, LLC in Beaverton, OR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Grange Capital, LLC Beaverton, OR Jan 2016 - Current 8
Sound Investment Management, Inc. Tualatin, OR Jul 2008 - Jan 2017 8
Sps Commerce Minn, MN Apr 2007 - Jan 2016 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Robert M. Warmkessel
Phone Number: 971 708 6659
Registered State(s):
  • CA
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    171
    MILLIONS
  • Total Number of Accounts
    663
    ACCOUNTS
  • Average Account Value
    $257,377
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, ID, OR, TX, WA

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