Courtney Mersereau, financial advisor Portland OR
90 score

Courtney Mersereau

CRD Number: 5976869
Current Firm: Springwater Wealth Management, LLC

Courtney Mersereau (CRD# 5976869) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Vision Capital Management Portland, OR Apr 2015 - Current 1
Springwater Wealth Management Portland, OR May 2014 - Mar 2015 < 1
Rbc Capital Markets, LLC Portland, OR Sep 2011 - May 2014 2
Umpqua Bank Portland, OR Jun 2008 - Aug 2011 3
Land Title Dillon, CO Apr 2007 - Apr 2008 1
Landamerica Breckenridge, CO Jun 2006 - Apr 2007 < 1
Antlers Ski Shop Frisco, CO Dec 2005 - Jun 2006 < 1
Valdoro Mountain Lodge Breckenridge, CO Dec 2005 - Jun 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Courtney L. Mersereau
Phone Number:
Registered State(s):
  • CA
  • OR
  • TX
  • WA
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


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