Richard Steronko, financial advisor Portland OR

Richard Steronko

CRD Number: 5168665
Current Firm: Willamette Financial Advisors, LLC

Richard Steronko (CRD# 5168665) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 15 years of experience in the finance industry.

Similar Advisors
Brian Nelson, financial advisor Portland OR
Brian R. Nelson
CRD# 2543552
Wells Fargo Clearing Services, LLC
Similar Advisors
Jeffrey Gale, financial advisor Portland OR
Jeffrey J. Gale
CRD# 6664715
Willamette Financial Advisors, LLC
Similar Advisors
Jason Tafoya, financial advisor Portland OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Company Name Location Dates Years
Willamette Financial Advisors, LLC Portland, OR Jan 2015 - Current 7
Centaurus Financial, Inc. Portland, CA Jan 2015 - Current 7
State Of Oregon Milwaukie, OR Sep 2000 - Current 21
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Dec 2014 5
Willamette Financial Group, LLC Portland, OR Jul 2008 - Dec 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Richard F. Steronko
Phone Number: 503-747-0306
Firm Website: http://www.wfinadv.com/
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $183,277
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, ID, LA, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.