Confluence Wealth Management LLC

Confluence Wealth Management LLC (CRD# 107810) is a financial advisory firm headquartered in Portland, OR. They manage $588,307,000 in 1,283 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    588
    MILLION
  • Total Number of Accounts
    1,283
    ACCOUNTS
  • Average Account Value
    $458,540
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, OR, WA

Financial Advisors at Confluence Wealth Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Marilyn R. Bergen
CRD#: 1180491
1211 Sw Fifth Ave, Ste 1160, Portland, OR 97204
96
Wealthminder
score

Marilyn Bergen (CRD# 1180491) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 33 years of experience in the finance industry. Marilyn Bergen 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.

2
Donald L. Bielen
CRD#: 2232223
1211 Sw Fifth Ave, Ste 1160, Portland, OR 97204
96
Wealthminder
score

Donald Bielen (CRD# 2232223) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 24 years of experience in the finance industry. Donald Bielen 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.

3
Kathleen J. Kee
CRD#: 1133926
1211 Sw 5th Avenue, Suite 1050, Portland, OR 97204
96
Wealthminder
score

Kathleen Kee (CRD# 1133926) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 33 years of experience in the finance industry. Kathleen Kee 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.

4
Kenneth J. Melotte
CRD#: 5217831
1211 Sw Fifth Ave, Ste 1160, Portland, OR 97204
96
Wealthminder
score

Kenneth Melotte (CRD# 5217831) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 7 years of experience in the finance industry. Kenneth Melotte 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.

5
Rick A. Schmidt
CRD#: 1422655
1211 Sw Fifth Ave, Ste 1160, Portland, OR 97204
96
Wealthminder
score

Rick Schmidt (CRD# 1422655) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 25 years of experience in the finance industry. Rick Schmidt 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.

6
Lantz K. Stringham
CRD#: 2527948
1211 Sw Fifth Ave, Ste 1160, Portland, OR 97204
96
Wealthminder
score

Lantz Stringham (CRD# 2527948) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 21 years of experience in the finance industry.

7
Waiyee C. Wong
CRD#: 5833855
1211 Sw Fifth Ave, Ste 1160, Portland, OR 97204
96
Wealthminder
score

Waiyee Wong (CRD# 5833855) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 6 years of experience in the finance industry. Waiyee Wong 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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