Preisz Financial

Preisz Financial (CRD# 144469) is a financial advisory firm headquartered in Portland, OR. They manage $160,000,000 in 236 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $677,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

OR, TX, WA

Financial Advisors at Preisz Financial
Showing 1 - 6 of 6 top financial advisors.
1
Robert C. Beswick
CRD#: 1040843
4525 Sw Condor Ave, Portland, OR 97239
96
Wealthminder
score

Robert Beswick (CRD# 1040843) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 32 years of experience in the finance industry. Robert Beswick 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
Richard D. Blair
CRD#: 2325885
4525 Sw Condor Ave, Portland, OR 97239
96
Wealthminder
score

Richard Blair (CRD# 2325885) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 14 years of experience in the finance industry. Richard Blair 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
Carol Q. Bethune
CRD#: 4559410
4525 Sw Condor Ave, Portland, OR 97239
93
Wealthminder
score

Carol Bethune (CRD# 4559410) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 15 years of experience in the finance industry.

4
Geoffrey D. Laroche
CRD#: 4650867
4525 Sw Condor Ave, Portland, OR 97239
93
Wealthminder
score

Geoffrey Laroche (CRD# 4650867) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 14 years of experience in the finance industry.

5
Michael A. Preisz
CRD#: 1722796
4525 Sw Condor Ave, Portland, OR 97239
86
Wealthminder
score

Michael Preisz (CRD# 1722796) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 30 years of experience in the finance industry. Michael Preisz 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.

6
Thomas L. Davenport
CRD#: 5075210
4525 Sw Condor Ave, Portland, OR 97239
81
Wealthminder
score

Thomas Davenport (CRD# 5075210) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 11 years of experience in the finance industry.

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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.