Interactive Wealth Advisors

Interactive Wealth Advisors (CRD# 167033) is a financial advisory firm headquartered in Beaverton, OR. They manage $19,691,159 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $189,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OR

Financial Advisors at Interactive Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Erik F. Miller
CRD#: 1835810
1915 Nw Amberglen Parkway, Suite 400, Beaverton, OR 97006
96
Wealthminder
score

Erik Miller (CRD# 1835810) is an Investment Advisor Representative working at Interactive Wealth Advisors in Beaverton, OR and has over 10 years of experience in the finance industry. Erik Miller 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
Jonathan E. Kahrs
CRD#: 6167382
1915 Nw Amberglen Parkway, Suite 400, Beaverton, OR 97006
89
Wealthminder
score

Jonathan Kahrs (CRD# 6167382) is an Investment Advisor Representative working at Interactive Wealth Advisors in Beaverton, OR and has over 3 years of experience in the finance industry.

3
Christopher K. Winn
CRD#: 2928895
1915 Nw Amberglen Parkway, Suite 400, Beaverton, OR 97006
86
Wealthminder
score

Christopher Winn (CRD# 2928895) is an Investment Advisor Representative working at Interactive Wealth Advisors in Beaverton, OR and has over 19 years of experience in the finance industry. Christopher Winn 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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