Preisz Financial

Preisz Financial (CRD# 144469) is a financial advisory firm headquartered in Portland, OR. They manage $218,600,000 in 270 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $809,630
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 - 4 of 4 top financial advisors.
1
Carol Q. Bethune
CRD#: 4559410
4525 Sw Condor Ave, Portland, OR 97239
98
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.

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 15 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
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.

4
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 12 years of experience in the finance industry.

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