Paul Wedin, financial advisor Portland OR
88 score

Paul Wedin

CRD Number: 6270156
Current Firm: Sloy Dahl & Holst Inc.

Paul Wedin (CRD# 6270156) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sloy Dahl & Holst Inc. Portland, OR Jul 2013 - Current 3
Portland City Grill Portland, OR Mar 2013 - Jul 2013 < 1
Chart House Portland, OR Jan 2013 - Jul 2013 < 1
8-12 Mvp Grill Brookfield, WI Jun 2012 - Dec 2012 < 1
Unemployed Green Bay, WI Mar 2012 - Jun 2012 < 1
Mo's...a Place For Steaks Milwaukee, WI Mar 2011 - Mar 2012 1
Unemployed Green Bay, WI Oct 2010 - Mar 2011 < 1
Knuckles Sports Bar And Grill Green Bay, WI Mar 2009 - Oct 2010 1
Tilited Kilt Pub And Eatery Green Bay, WI Jun 2008 - Mar 2009 < 1
Fratello's Waterfront Restaurant Green Bay, WI Feb 2007 - Jun 2008 1
Piggle Wiggly Green Bay, WI Aug 2006 - Feb 2007 < 1
Sammy's Construction Spread Eagle, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Paul E. Wedin
Phone Number: 503-248-9800
Firm Website: http://www.sdh-inc.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    691
    MILLIONS
  • Total Number of Accounts
    756
    ACCOUNTS
  • Average Account Value
    $914,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

CA, OR, TX, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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