Confluence Wealth Management LLC

Confluence Wealth Management LLC (CRD# 107810) is a financial advisory firm headquartered in Portland, OR. They manage $592,824,856 in 1,233 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    593
    MILLION
  • Total Number of Accounts
    1,233
    ACCOUNTS
  • Average Account Value
    $480,799
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, OR, TX, WA

Financial Advisors at Confluence Wealth Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
Marilyn R. Bergen
CRD#: 1180491
1211 Sw Fifth Ave, Ste 1200, 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 34 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 1200, 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 26 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
Joshua Q. Cepeda
CRD#: 4314742
1211 Sw 5th Ave, Suite 1200, Portland, OR 97204
96
Wealthminder
score

Joshua Cepeda (CRD# 4314742) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has over 17 years of experience in the finance industry. Joshua Cepeda 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
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 35 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.

5
Rick A. Schmidt
CRD#: 1422655
1211 Sw Fifth Ave, Ste 1200, 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 27 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 1200, 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 22 years of experience in the finance industry.

7
Waiyee C. Wong
CRD#: 5833855
1211 Sw Fifth Ave, Ste 1200, 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 7 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.

8
Ryan T. Berning
CRD#: 6755794
1211 Sw 5th Ave, Suite 1200, Portland, OR 97204
87
Wealthminder
score

Ryan Berning (CRD# 6755794) is an Investment Advisor Representative working at Confluence Wealth Management LLC in Portland, OR and has 1 year of experience in the finance industry.

9
Scott L. Hultsman
CRD#: 2812372
1211 Sw Fifth Ave, Suite 1200, Portland, OR 97204
83
Wealthminder
score

Scott Hultsman (CRD# 2812372) 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.

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