Brian Hefele
CRD Number: 2602465Current Firm: Cable Hill Partners, LLC
Compensation Model: Fee Only
WHY CABLE HILL PARTNERS:
With more than 100 years of combined industry experience, the Cable Hill Partners team helps families of business owners, professionals and corporate executives, both locally and nationally, pursue their financial goals with thoughtful, tax-sensitive guidance. We are focused on helping our clients achieve their greatest objectives with simplicity, transparency and a disciplined process to measure their progress. Our guidance is tailored to support their current lifestyles, retirement income needs and legacy aspirations, ensuring they feel comfortable at every step of the way. Our passion is fueled by knowing we make a positive difference in the lives of the families and organizations we serve.
PROFESSIONAL HIGHLIGHTS:
*Certified Financial Planner®, CFP®
*Certified Investment Management Analyst®, CIMA®
GETTING TO KNOW BRIAN HEFELE:
I am passionate about education and, along with my wife Nici, proudly support Chapman Elementary school, where our two children attend. We are also advocates of local community organizations Friendly House and Big Brothers Big Sisters. I enjoy keeping fit and can be found early mornings running the hills of Portland with fellow Early Bird MAC members. As a golf addict, I also attempt to squeeze in an occasional round at Columbia Edgewater. Most importantly, I love spending time with my family coaching their athletic team of the season and exploring the many adventures Oregon offers.
I WOULD WELCOME A CONNECTION IF:
*You are a CPA or attorney interested in providing a resource for your clients
*You are in need of customized, holistic financial advice and guidance
*You want to hear more about our wealth management process
*You are interested in discussing our approach to estate planning services
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Feb 2014 - Current | 10 |
| Cable Hill Partners, LLC | Portland, OR | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- OR
-
Total Assets Under Management1,666MILLIONS
-
Total Number of Accounts2,740ACCOUNTS
-
Average Account Value$607,984
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, MA, NY, OR, TX, WA
Cable Hill Partners, LLC is a federally registered investment adviser that maintains a principal office in the State of Oregon. Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd, Albany, NY, 12211. Purshe Kaplan Sterling Investments and Cable Hill Partners are not affiliated companies. The information contained in this message is confidential and may be legally privileged. If the reader of this message is not the intended recipient or an agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, distribution, copying, or any action taken or action omitted in reliance on it, is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and destroy this email and any attachments in their entirety.
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 derived from SEC.gov data covering 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.
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.