Metis Wealth Advisory Group

Metis Wealth Advisory Group (CRD# 118831) is a financial advisory firm headquartered in Lake Oswego, OR. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, TX, WA

Financial Advisors at Metis Wealth Advisory Group
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin R. Bistline
CRD#: 5057072
15630 Sw Boones Ferry Rd., Suite 6, Lake Oswego, OR 97035
96
Wealthminder
score

Benjamin Bistline (CRD# 5057072) is an Investment Advisor Representative working at Metis Wealth Advisory Group in Lake Oswego, OR and has over 8 years of experience in the finance industry. Benjamin Bistline 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
Marcia S. Wolly
CRD#: 4661909
Portland, OR
93
Wealthminder
score

Marcia Wolly (CRD# 4661909) is an Investment Advisor Representative working at Metis Wealth Advisory Group in Portland, OR and has over 13 years of experience in the finance industry.

3
James D. Frank
CRD#: 2993666
15630 Sw Boones Ferry Rd., Suite 6, Lake Oswego, OR 97035
83
Wealthminder
score

James Frank (CRD# 2993666) is an Investment Advisor Representative working at Metis Wealth Advisory Group in Lake Oswego, OR and has over 18 years of experience in the finance industry.

4
Raymond J. Grubbs
CRD#: 816897
15630 Sw Boones Ferry Rd., Suite 6, Lake Oswego, OR 97035
83
Wealthminder
score

Raymond Grubbs (CRD# 816897) is an Investment Advisor Representative working at Metis Wealth Advisory Group in Lake Oswego, OR and has over 30 years of experience in the finance industry.

5
Julie M. Stiers
CRD#: 1077056
15630 Sw Boones Ferry Rd., Suite 6, Lake Oswego, OR 97035
68
Wealthminder
score

Julie Stiers (CRD# 1077056) is an Investment Advisor Representative working at Metis Wealth Advisory Group in Lake Oswego, OR and has over 25 years of experience in the finance industry.

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