Strategic Financial Partners, Ltd

Strategic Financial Partners, Ltd (CRD# 148858) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $108,669,581 in 501 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $216,905
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, ID, NE, OR, WA

Financial Advisors at Strategic Financial Partners, Ltd
Showing 1 - 5 of 5 top financial advisors.
1
Grant F. Carroll
CRD#: 2735304
121 Sw Morrison Street, Suite 1550, Portland, OR 97204
93
Wealthminder
score

Grant Carroll (CRD# 2735304) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Portland, OR and has over 21 years of experience in the finance industry.

2
Kevin A. Green
CRD#: 4136845
300 Oswego Pointe Drive, Suite 103, Lake Oswego, OR 97034
93
Wealthminder
score

Kevin Green (CRD# 4136845) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Lake Oswego, OR and has over 18 years of experience in the finance industry.

3
Robert R. Kirkpatrick
CRD#: 3005008
121 Sw Morrison, Suite 1550, Portland, OR 97204
93
Wealthminder
score

Robert Kirkpatrick (CRD# 3005008) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Portland, OR and has over 20 years of experience in the finance industry.

4
Marvin J. Meyers
CRD#: 1308706
7525 Se 24th St. #350, Mercer Island, WA 98040
93
Wealthminder
score

Marvin Meyers (CRD# 1308706) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Mercer Island, WA and has over 33 years of experience in the finance industry.

5
Richard L. Williams
CRD#: 2071231
121 Sw Morrison Street, Suite 1550, Portland, OR 97204
83
Wealthminder
score

Richard Williams (CRD# 2071231) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Portland, OR and has over 27 years of experience in the finance industry.

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