Independent Progressive Advisors, LLC

Independent Progressive Advisors, LLC (CRD# 139649) is a financial advisory firm headquartered in Portland, OR. They manage $104,276,000 in 116 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1675 Sw Marlow Ave, Suite 305, Portland, OR 97225
https://www.ipawealthmanagement.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $898,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Independent Progressive Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Emblen, financial advisor Portland OR
Scott M. Emblen
CRD#: 3089139
1675 Sw Marlow Ave, Suite 305, Portland, OR 97225

Scott Emblen (CRD# 3089139) is an Investment Advisor Representative working at Independent Progressive Advisors, LLC in Portland, OR and has over 25 years of experience in the finance industry.

2
Ann Garcia, financial advisor Portland OR
Ann E. Garcia
CRD#: 5748121
1675 Sw Marlow Ave, Suite 305, Portland, OR 97225

Ann Garcia (CRD# 5748121) is an Investment Advisor Representative working at Independent Progressive Advisors, LLC in Portland, OR and has over 14 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.

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