Serene Point Advisors LLC

Serene Point Advisors LLC (CRD# 309433) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $30,722,696 in 117 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 45, Lake Oswego, OR 97034
https://planserene.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $262,587
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Serene Point Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jared Rasmussen, financial advisor Sherwood OR
Jared S. Rasmussen
CRD#: 2506230
Sherwood, OR

Jared Rasmussen (CRD# 2506230) is an Investment Advisor Representative working at Serene Point Advisors LLC in Sherwood, OR and has over 29 years of experience in the finance industry.

2
Nancy Wakefield, financial advisor Lake Oswego OR
Nancy E. Wakefield
CRD#: 4592281
Lake Oswego, OR

Nancy Wakefield (CRD# 4592281) is an Investment Advisor Representative working at Serene Point Advisors LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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