Ryan Mendenhall (CRD# 7777732) is an Investment Advisor Representative working at Avantax Advisory Services in Corvallis, OR and has 1 year of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Newberg, OR | Jul 2023 - Current | < 1 |
| Avantax Advisory Services | Newberg, OR | Jul 2023 - Current | < 1 |
| Tax & Wealth Management, LLP | Corvallis, OR | Dec 2022 - Current | 1 |
| Western Display Fireworks, Ltd | Canby, OR | Jul 2021 - Jul 2023 | 2 |
| Tax & Wealth Management, LLP | Corvallis, OR | Dec 2022 - Dec 2022 | < 1 |
| Delap LLP | Lake Oswego, OR | Jan 2022 - Nov 2022 | < 1 |
| George Fox University | Newberg, OR | Mar 2019 - Nov 2022 | 3 |
| Stutzman & Kropf Contractors, Inc. | Albany, OR | May 2020 - Jul 2020 | < 1 |
| Tax And Wealth Management | Corvallis, OR | Jan 2013 - Apr 2020 | 7 |
| Stutzman & Kropf Contractors, Inc. | Albany, OR | May 2019 - Jul 2019 | < 1 |
| Western Display Fireworks, Ltd | Canby, OR | Jul 2018 - Jul 2019 | 1 |
| Stutzman & Kropf Contractors, Inc. | Albany, OR | Jun 2018 - Nov 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- OR
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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