Smb Financial Services, Inc.

Smb Financial Services, Inc. (CRD# 154216) is a financial advisory firm headquartered in Portland, OR. They manage $138,032,713 in 768 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $179,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, MA, OR, TX, WA

Financial Advisors at Smb Financial Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
James W. Flad
CRD#: 4497980
11535 Sw 67th Ave, Portland, OR 97223

James Flad (CRD# 4497980) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 21 years of experience in the finance industry.

2
Rian J. Flad
CRD#: 5460659
11535 Sw 67th Ave, Portland, OR 97223

Rian Flad (CRD# 5460659) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 15 years of experience in the finance industry.

3
Jeremiah Forrister
CRD#: 6613019
11535 Sw 67th Ave, Portland, OR 97223

Jeremiah Forrister (CRD# 6613019) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 8 years of experience in the finance industry.

4
Thomas E. Peekema
CRD#: 5637343
11535 Sw 67th Ave, Portland, OR 97223

Thomas Peekema (CRD# 5637343) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 15 years of experience in the finance industry.

5
Bruce E. Porter
CRD#: 4202893
11535 Sw 67th Ave, Portland, OR 97223

Bruce Porter (CRD# 4202893) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 23 years of experience in the finance industry.

6
Timothy L. Porter
CRD#: 5065974
11535 Sw 67th Ave, Portland, OR 97223

Timothy Porter (CRD# 5065974) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry. Timothy Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, the 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.

7
Lindsey C. Cason
CRD#: 7859020
11535 Sw 67th Ave, Portland, OR 97223

Lindsey Cason (CRD# 7859020) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has 1 year of experience in the finance industry.

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