Theodore Grigsby, financial advisor Lake Oswego OR
93 score

Theodore Grigsby

CRD Number: 4436031
Current Firm: Human Investing

Theodore Grigsby (CRD# 4436031) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 9 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
Brian Hefele, financial advisor Lake Oswego OR
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Similar Advisors
Danny Harlow, financial advisor Lake Oswego OR
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Company Name Location Dates Years
Anderson Fisher, LLC Lake Oswego, OR Jan 2007 - Current 9
Purshe Kaplan Sterling Investments Albany, NY Feb 2007 - Jun 2008 1
Unemployed Springfield, OR Oct 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Theodore P. Grigsby
Phone Number: 503-905-3100
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.