Progressive Investment Management Corporation

Progressive Investment Management Corporation (CRD# 107777) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $625,560,244 in 472 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    626
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $1,325,340
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
The map below shows states where this firm has explicit registration only.

CA, OR, TX, 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 24 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 29 years of experience in the finance industry.

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