Progressive Investment Management Corporation

Progressive Investment Management Corporation (CRD# 107777) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $548,033,266 in 461 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    548
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $1,188,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, OR, WA

Financial Advisors at Progressive Investment Management Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Bryceson R. Charlton
CRD#: 6293104
310 N. State Street, Suite 214, Lake Oswego, OR 97034

Bryceson Charlton (CRD# 6293104) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has 1 year of experience in the finance industry.

2
Carsten M. Henningsen
CRD#: 1571524
310 N. State Street, Suite 214, Lake Oswego, OR 97034

Carsten Henningsen (CRD# 1571524) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has over 22 years of experience in the finance industry.

3
Diana J. Kaspic
CRD#: 2490711
310 N. State Street, Suite 214, Lake Oswego, OR 97034

Diana Kaspic (CRD# 2490711) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has over 27 years of experience in the finance industry.

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