Oswego Wealth Advisors Inc.

Oswego Wealth Advisors Inc. (CRD# 147861) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $217,801,000 in 645 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $337,676
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)
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 Oswego Wealth Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Scott D. Abrahamson
CRD#: 4299120
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Scott Abrahamson (CRD# 4299120) is an Investment Advisor Representative working at Oswego Wealth Advisors Inc. in Lake Oswego, OR and has over 20 years of experience in the finance industry. Scott Abrahamson 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
Gregory S. Allen
CRD#: 4395102
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Oswego Wealth Advisors Inc. in Lake Oswego, OR and has over 14 years of experience in the finance industry. Gregory Allen 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
Charles C. Childress
CRD#: 1508267
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Charles Childress (CRD# 1508267) is an Investment Advisor Representative working at Oswego Wealth Advisors Inc. in Lake Oswego, OR and has over 34 years of experience in the finance industry. Charles Childress 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
Christopher E. Pawlowski
CRD#: 6157861
5800 Meadows Rd, Suite 210, Lake Oswego, OR 97035

Christopher Pawlowski (CRD# 6157861) is an Investment Advisor Representative working at Oswego Wealth Advisors Inc. in Lake Oswego, OR and has over 6 years of experience in the finance industry.

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