New Outlook Financial, LLC

New Outlook Financial, LLC (CRD# 145967) is a financial advisory firm headquartered in Portland, OR. They manage $20,608,867 in 204 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $101,024
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)
  • 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.

AK, MT, OR

Financial Advisors at New Outlook Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles I. Carroll
CRD#: 5272895
833 Sw 11th Avenue, Suite 925, Portland, OR 97205
96
Wealthminder
score

Charles Carroll (CRD# 5272895) is an Investment Advisor Representative working at New Outlook Financial, LLC in Portland, OR and has over 11 years of experience in the finance industry. Charles Carroll 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
Collin B. Todd
CRD#: 5848845
114 W Pine St, Suite 9, Missoula, MT 59802
96
Wealthminder
score

Collin Todd (CRD# 5848845) is an Investment Advisor Representative working at New Outlook Financial, LLC in Missoula, MT and has over 7 years of experience in the finance industry. Collin Todd 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
Jennifer J. De Thomas
CRD#: 3214657
833 Sw 11th Avenue, Suite 925, Portland, OR 97205
90
Wealthminder
score

Jennifer De Thomas (CRD# 3214657) is an Investment Advisor Representative working at New Outlook Financial, LLC in Portland, OR and has 1 year of experience in the finance industry. Jennifer De Thomas 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
Markus Stoffel
CRD#: 5911568
833 Sw 11th Avenue, Suite 925, Portland, OR 97205
90
Wealthminder
score

Markus Stoffel (CRD# 5911568) is an Investment Advisor Representative working at New Outlook Financial, LLC in Portland, OR and has over 5 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.