Deschutes Investment Consulting, LLC

Deschutes Investment Consulting, LLC (CRD# 155312) is a financial advisory firm headquartered in Portland, OR. They manage $857,896,034 in 599 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    858
    MILLION
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $1,432,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, NC, OR, TX, WA

Financial Advisors at Deschutes Investment Consulting, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Carl V. Burnham
CRD#: 1799594
200 Sw Market Street, Suite 550, Portland, OR 97201
96
Wealthminder
score

Carl Burnham (CRD# 1799594) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 29 years of experience in the finance industry.

2
Timothy J. Cooper
CRD#: 1891767
200 Sw Market Street, Suite 550, Portland, OR 97201
93
Wealthminder
score

Timothy Cooper (CRD# 1891767) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 21 years of experience in the finance industry.

3
Laura J. Fallon-Burns
CRD#: 2354570
200 Sw Market St, #550, Portland, OR 97201
93
Wealthminder
score

Laura Fallon-Burns (CRD# 2354570) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 24 years of experience in the finance industry.

4
Macgregor B. Hall
CRD#: 1896326
1211 Sw Fifth Ave, Suite 2830, Portland, OR 97204
93
Wealthminder
score

Macgregor Hall (CRD# 1896326) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 28 years of experience in the finance industry.

5
Michael D. Walters
CRD#: 4230258
200 Sw Market Street, Suite 550, Portland, OR 97201
93
Wealthminder
score

Michael Walters (CRD# 4230258) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 17 years of experience in the finance industry.

6
Benjamin M. Kelley
CRD#: 6563392
200 Sw Market Street, Suite 550, Portland, OR 97201
90
Wealthminder
score

Benjamin Kelley (CRD# 6563392) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has 1 year of experience in the finance industry.

7
Kyle R. Goulard
CRD#: 5841780
200 Market St #550, Portland, OR 97201
88
Wealthminder
score

Kyle Goulard (CRD# 5841780) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.