Robert Bedritis, financial advisor Lake Oswego OR
93 score

Robert Bedritis

CRD Number: 1058646
Current Firm: Oswego Wealth Management LLC

Robert Bedritis (CRD# 1058646) is an Investment Advisor Representative working at Oswego Wealth Management LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.

Similar Advisors
Larry McClanahan, financial advisor Lake Oswego OR
Larry McClanahan
CRD# 4457482
Secondhalf Planning & Investment, LLC
Similar Advisors
Timothy Porter, financial advisor Lake Oswego OR
Timothy L. Porter
CRD# 5065974
Smb Financial Services, Inc.
Similar Advisors
Brian Hefele, financial advisor Lake Oswego OR
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Company Name Location Dates Years
Oswego Wealth Management Inc. Lake Oswego, OR May 2015 - Current 2
Lpl Financial, LLC Lake Oswego, OR Mar 2015 - Current 3
Craig Childress, Inc. Lake Oswego, OR Feb 2015 - Mar 2017 2
Paradigm Capital Group Lake Osweego, OR Nov 2014 - Mar 2015 < 1
Princor Financial Services Corporation Lake Oswego, OR Sep 2014 - Feb 2015 < 1
Principal Life Insurance Company Lake Oswego, OR Sep 2014 - Feb 2015 < 1
Strategic Capital Alternatives, LLC Gig Harbor, WA Feb 2014 - Sep 2014 < 1
Aequitas Capital Portland, OR May 2013 - Jan 2014 < 1
Ram Investment Partners, LLC Bellevue, WA Apr 2012 - Mar 2013 < 1
Proequities, Inc. Portland, OR Jun 2008 - Feb 2013 4
Protective Life Cincinnati, OH Dec 2007 - Feb 2013 5
Provest Capital Management Lake Oswego, OR Jun 2010 - Jun 2012 2
Wealth Strategies Group, LLC Lake Oswego, OR Jan 2008 - Jun 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Robert E. Bedritis
Phone Number: 503-342-2249
Firm Website:
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.