Nicholas Pihl, financial advisor Milwaukie OR

Nicholas Pihl

CRD Number: 6545502
Current Firm: Pihl Financial Planning

Nicholas Pihl (CRD# 6545502) is an Investment Advisor Representative working at Pihl Financial Planning in Milwaukie, OR and has over 8 years of experience in the finance industry. Nicholas Pihl 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
Nicholas Arne Pihl Milwaukie, OR Jun 2017 - Current 6
Nicholas Arne Pihl Milwaukie, OR Nov 2018 - Dec 2019 1
Mengis Capital Management, Inc. Portland, OR Apr 2015 - Jun 2017 2
Pihl Management And Consulting Sherwood, OR Jun 2012 - Dec 2015 3
Therapeutic Associates Sherwood, OR Mar 2015 - Aug 2015 < 1
Horizon Christian High School Tualatin, OR Sep 2014 - Jun 2015 < 1
Oregon State University Corvallis, OR Sep 2014 - Dec 2014 < 1
Unemployed Sherwood, OR Jun 2014 - Aug 2014 < 1
Oregon State Univ Advantage Accelerator Corvallis, OR Jun 2013 - Jun 2014 1
Oregon State University Corvallis, OR Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Nicholas A. Pihl
Phone Number: 503-730-5093
Registered State(s):
  • OR
Current Firm Details
Pihl Financial Planning
Firm's CRD Number: 300544
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $272,536
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR

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