Matthew Roehr, financial advisor Lake Oswego OR
103 score

Matthew Roehr

CRD Number: 1882121
Current Firm: Northwest Investment Counselors
Compensation Model: Fee Only

Matthew Roehr (CRD# 1882121) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has 20 year of experience in the finance industry.

 

Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put your needs first rather than products or quotas. Your team will have a wide breadth of experience, education, and credentials to develop a portfolio that fits you. We focus on the long-term so you can Live Well and Retire Better.

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Professional Designations
Company Name Location Dates Years
Northwest Investment Counselors LLC Lake Oswego, OR May 1998 - Current 18

Matthew Roehr has no recent exams reported.
Contact Info for Matthew J. Roehr
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $436,495
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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