Marc Kadomatsu, financial advisor Portland OR
96 score

Marc Kadomatsu

CRD Number: 4612926
Current Firm: Merriman

Marc Kadomatsu (CRD# 4612926) is an Investment Advisor Representative working at Merriman in Portland, OR and has over 10 years of experience in the finance industry. Marc Kadomatsu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Merriman Wealth Management, LLC Seattle, WA Mar 2016 - Current < 1
Tpg Financial Advisors, LLC Portland, OR Oct 2010 - Feb 2016 5
Geneos Wealth Management Portland, OR Oct 2010 - Feb 2016 5
The Partners Group Portland, OR Oct 2010 - Feb 2016 5
Securian Financial St. Paul, MN Jan 2006 - Oct 2010 4
Tax And Financial Newport Beach, CA Aug 2005 - Oct 2010 5
All About Audio Newport Beach, CA Feb 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Marc M. Kadomatsu
Phone Number: 206-285-8877
Firm Website: http://www.merriman.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    2,209
    MILLIONS
  • Total Number of Accounts
    5,166
    ACCOUNTS
  • Average Account Value
    $427,546
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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