Steward Partners Investment Solutions, LLC

Steward Partners Investment Solutions, LLC (CRD# 1254) is a financial advisory firm headquartered in Portland, OR. They manage $990,880,713 in 2,712 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224
https://valenciagroupsp.stewardpartners.com/
By the Numbers
  • Total Assets Under Management
    991
    MILLION
  • Total Number of Accounts
    2,712
    ACCOUNTS
  • Average Account Value
    $365,369
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Steward Partners Investment Solutions, LLC
Showing 31 - 40 of 47 top financial advisors.
31
Calvin Roberts, financial advisor Lake Oswego OR
Calvin Roberts
CRD#: 6800309
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Calvin Roberts (CRD# 6800309) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry.

32
Duane Rodewald, financial advisor Lake Oswego OR
Duane J. Rodewald
CRD#: 2185024
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Duane Rodewald (CRD# 2185024) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

33
Timothy Stickney, financial advisor Portland OR
Timothy L. Stickney
CRD#: 1340004
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224

Timothy Stickney (CRD# 1340004) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 25 years of experience in the finance industry.

34
David Stockton, financial advisor Lake Oswego OR
David A. Stockton
CRD#: 2352358
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

David Stockton (CRD# 2352358) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry.

35
Arline Strelzik, financial advisor New York NY
Arline F. Strelzik
CRD#: 846692
2 Grand Central Tower, 140 East 45th Street, Floor 36, New York, NY 10017

Arline Strelzik (CRD# 846692) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in New York, NY and has over 9 years of experience in the finance industry.

36
Mark Tompkins, financial advisor Kennewick WA
Mark N. Tompkins
CRD#: 2959328
1030 North Center Parkway, Suite 310, Kennewick, WA 99336

Mark Tompkins (CRD# 2959328) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Kennewick, WA and has over 23 years of experience in the finance industry.

37
Virginia Tycksen, financial advisor Portland OR
Virginia L. Tycksen
CRD#: 2987975
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224

Virginia Tycksen (CRD# 2987975) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 17 years of experience in the finance industry.

38
Colleen Van Blaricom, financial advisor Lake Oswego OR
Colleen F. Van Blaricom
CRD#: 5339345
4949 Meadows Road, Suite 400, Lake Oswego, OR 97035

Colleen Van Blaricom (CRD# 5339345) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 16 years of experience in the finance industry.

39
Michael Wiginton, financial advisor Jasper AL
Michael W. Wiginton
CRD#: 2307270
102 19th Street E, Suite 200, Jasper, AL 35501

Michael Wiginton (CRD# 2307270) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Jasper, AL and has over 31 years of experience in the finance industry.

40
Jeani Winterbourne, financial advisor Portland OR
Jeani T. Winterbourne
CRD#: 1075564
15495 Sw Sequoia Parkway, Suite 150, Portland, OR 97224

Jeani Winterbourne (CRD# 1075564) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 31 years of experience in the finance industry.

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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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