Spectrum Strategic Capital Management, LLC

Spectrum Strategic Capital Management, LLC (CRD# 138347) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $127,115,639 in 553 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $229,866
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)
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, TX, WA

Financial Advisors at Spectrum Strategic Capital Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Greg Bachman
CRD#: 2948151
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
101
Wealthminder
score

Greg Bachman (CRD# 2948151) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Greg Bachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey K. Griggs
CRD#: 6166397
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
101
Wealthminder
score

Jeff is the portfolio manager for SSCM. He is responsible for developing and maintaining capital market and macroeconomic forecasts, model portfolios, and strategic allocations. Jeff is in charge of portfolio rebalance implementation, which includes fixed income/equity trades and allocations. As a member of the Investment Committee, Jeff is responsible for security analysis and selection. He is also the author of our firm’s quarterly newsletter.

 

While earning his Bachelor of Science Degree in Finance from Oregon State University, Jeff was actively involved in the Oregon State Investment Group, serving as Financial Sector leader and earning the Analyst of the Year designation. He is a Chartered Financial Analyst® (CFA) and a member of the CFA Institute and CFA Society of Portland.

 

Outside of work Jeff enjoys golfing, fishing and Beaver football.

3
Brad Christopherson
CRD#: 6374290
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
93
Wealthminder
score
Bradley Christopherson (CRD# 6374290) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.
4
Nichols M. Cutting
CRD#: 4405054
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
93
Wealthminder
score

Nichols Cutting (CRD# 4405054) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 15 years of experience in the finance industry.

5
Benjamin S. Meeker
CRD#: 4325697
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
93
Wealthminder
score

Benjamin Meeker (CRD# 4325697) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 15 years of experience in the finance industry.

6
Carolyn D. Pentland
CRD#: 4635675
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
93
Wealthminder
score

Carolyn Pentland (CRD# 4635675) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.

7
Richard Schwartz
CRD#: 4340529
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
93
Wealthminder
score

Richard Schwartz (CRD# 4340529) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.

8
Loretta M. Sorem
CRD#: 4326004
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
93
Wealthminder
score

Loretta Sorem (CRD# 4326004) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 15 years of experience in the finance industry.

9
Michael J. Sorem
CRD#: 6275682
4949 Meadows Road, Suite 475, Lake Oswego, OR 97035
88
Wealthminder
score

Michael Sorem (CRD# 6275682) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 2 years of experience in the finance industry.

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