Joseph Opsahl, financial advisor Portland OR
93 score

Joseph Opsahl

CRD Number: 1257252
Current Firm: True Private Wealth Advisors, LLC

Joseph Opsahl (CRD# 1257252) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Portland, OR and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Oct 2013 - Current 3
True Private Wealth Advisors, LLC Salem, OR Oct 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) Portland, OR Sep 2009 - Oct 2013 4
Morgan Stanley Smith Barney Portland, OR Mar 1988 - Sep 2009 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Joseph E. Opsahl
Phone Number: 971-202-2810
Firm Website: https://www.truepwa.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    533
    MILLIONS
  • Total Number of Accounts
    2,777
    ACCOUNTS
  • Average Account Value
    $191,984
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

AZ, CA, NE, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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