![Taren Bennett, financial advisor Vancouver WA](/img/ws/profile-blank-sq.png)
Taren Bennett (CRD# 7445022) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
![Patrick Culligan, financial advisor Vancouver WA](/img/ws/profile-blank-sq.png)
CRD# 1053785
Securities America Advisors, Inc.
![Stephen Aaron, financial advisor Vancouver WA](/img/ws/profile-blank-sq.png)
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Momentous Wealth Management | Vancouver, WA | Sep 2021 - Current | 2 |
Aldrich Wealth | Lake Oswego, OR | Jul 2021 - Sep 2021 | < 1 |
University Of Portland | Portland, OR | Jul 2017 - Jul 2021 | 4 |
U.s. Army | Various, XX | Jun 2012 - Jul 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- OR
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Total Assets Under Management314MILLIONS
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Total Number of Accounts1,049ACCOUNTS
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Average Account Value$298,935
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
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