Smb Financial Services LLC

Smb Financial Services LLC (CRD# 154216) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $80,835,235 in 559 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $144,607
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
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, WA

Financial Advisors at Smb Financial Services LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy L. Porter
CRD#: 5065974
470 2nd Street, Suite F, Lake Oswego, OR 97034
105
Wealthminder
score

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.

2
Rian J. Flad
CRD#: 5460659
470 Second Street, Suite H, Lake Oswego, OR 97034
98
Wealthminder
score

Rian Flad (CRD# 5460659) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.

3
Brian G. Bradley
CRD#: 6410810
470 2nd Street, Suite F, Lake Oswego, OR 97034
95
Wealthminder
score

Brian Bradley (CRD# 6410810) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has 1 year of experience in the finance industry. Brian is the newest addition to the team at SMB, but brings with him 12+ years of experiance owning and operating a small business (A retail sporting goods store in Salem, OR). This small-business background gives Brian a unique perspective on retirement investing, financial planning, and budgeting. Click the "Contact" button to connect with Brian and learn more. 

4
Jeraldine M. Benton
CRD#: 4199476
660 Portland Ave., Gladstone, OR 97027
93
Wealthminder
score

Jeraldine Benton (CRD# 4199476) is an Investment Advisor Representative working at Smb Financial Services LLC in Gladstone, OR and has over 15 years of experience in the finance industry.

5
James W. Flad
CRD#: 4497980
470 Second Street, Suite H, Lake Oswego, OR 97034
93
Wealthminder
score

James Flad (CRD# 4497980) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 14 years of experience in the finance industry.

6
Thomas E. Peekema
CRD#: 5637343
470 2nd Street, Suite F, Lake Oswego, OR 97034
93
Wealthminder
score

Thomas Peekema (CRD# 5637343) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.

7
Bruce E. Porter
CRD#: 4202893
470 2nd Street, Suite F, Lake Oswego, OR 97034
93
Wealthminder
score

Bruce Porter (CRD# 4202893) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 16 years of experience in the finance industry.

8
Jeremiah Forrister
CRD#: 6613019
470 2nd Street, Suite F, Lake Oswego, OR 97034
87
Wealthminder
score

Jeremiah Forrister (CRD# 6613019) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

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