Bryan Wiepert, financial advisor Lake Oswego OR

Bryan Wiepert

CRD Number: 4143203
Current Firm: Cwc Advisors, LLC

Bryan Wiepert (CRD# 4143203) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cwc Advisors Lake Oswego, OR Apr 2015 - Current 8
Purshe Kaplan Sterling Investments Albany, NY Apr 2015 - Feb 2018 2
Us Bancorp Investments, Inc. Lake Oswego, OR Nov 2001 - Mar 2015 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Bryan W. Wiepert
Phone Number: 503-968-0950
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $161,239
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, OR, WA

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