Oswego Wealth Management Inc.

Oswego Wealth Management Inc. (CRD# 147861) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $52,500,000 in 755 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $69,536
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 Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Richard L. Akins
CRD#: 2196
5285 Meadows Road, Suite 355, Lake Oswego, OR 97035
96
Wealthminder
score

Richard Akins (CRD# 2196) is an Investment Advisor Representative working at Oswego Wealth Management Inc. in Lake Oswego, OR and has over 20 years of experience in the finance industry. Richard Akins 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
Charles C. Childress
CRD#: 1508267
5285 Meadows Road, Suite 355, Lake Oswego, OR 97035
96
Wealthminder
score

Charles Childress (CRD# 1508267) is an Investment Advisor Representative working at Oswego Wealth Management Inc. in Lake Oswego, OR and has over 30 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.

3
Robert E. Bedritis
CRD#: 1058646
5285 Meadows Road, Suite 355, Lake Oswego, OR 97035
93
Wealthminder
score

Robert Bedritis (CRD# 1058646) is an Investment Advisor Representative working at Oswego Wealth Management Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.

4
David A. Riback
CRD#: 1097586
5285 Meadows Road, Suite 355, Lake Oswego, OR 97035
93
Wealthminder
score

David Riback (CRD# 1097586) is an Investment Advisor Representative working at Oswego Wealth Management Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.

5
Koko R. Hunt
CRD#: 4310446
5285 Meadows Road, Suite 355, Lake Oswego, OR 97035
59
Wealthminder
score

Koko Hunt (CRD# 4310446) is an Investment Advisor Representative working at Oswego Wealth Management Inc. in Lake Oswego, OR and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.