Cedar Mountain Advisors, LLC

Cedar Mountain Advisors, LLC (CRD# 140339) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $870,055,587 in 2,364 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035
http://www.cmapdx.com
By the Numbers
  • Total Assets Under Management
    870
    MILLION
  • Total Number of Accounts
    2,364
    ACCOUNTS
  • Average Account Value
    $368,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, OR, PA, TX, WA

Financial Advisors at Cedar Mountain Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Mary Beaudoin, financial advisor Lake Oswego OR
Mary K. Beaudoin
CRD#: 1006797
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035

Mary Beaudoin (CRD# 1006797) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.

2
Nathan Coffey, financial advisor Tigard OR
Nathan Coffey
CRD#: 5700069
7175 Sw Beveland St, Ste 110, Tigard, OR 97223

Nathan Coffey (CRD# 5700069) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Tigard, OR and has over 11 years of experience in the finance industry.

3
Daniel Nance, financial advisor Lake Oswego OR
Daniel J. Nance
CRD#: 2675638
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035

Daniel Nance (CRD# 2675638) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.

4
Bradley Patrick, financial advisor Lake Oswego OR
Bradley D. Patrick
CRD#: 2201228
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035

Bradley Patrick (CRD# 2201228) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

5
Richard Rogers, financial advisor Portland OR
Richard R. Rogers
CRD#: 2962167
1750 S Harbor Way, Suite 360, Portland, OR 97201
Richard Rogers (CRD# 2962167) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 18 years of experience in the finance industry.
6
Todd Smithpeter, financial advisor Lake Oswego OR
Todd V. Smithpeter
CRD#: 2386385
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035

Todd Smithpeter (CRD# 2386385) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry.

7
Adam Woods, financial advisor Lake Oswego OR
Adam L. Woods
CRD#: 3070064
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035

Adam Woods (CRD# 3070064) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Lake Oswego, OR and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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