Strategic Financial Partners, Ltd

Strategic Financial Partners, Ltd (CRD# 148858) is a financial advisory firm headquartered in Portland, OR. They manage $129,700,500 in 615 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    615
    ACCOUNTS
  • Average Account Value
    $210,895
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, OR, WA

Financial Advisors at Strategic Financial Partners, Ltd
Showing 1 - 7 of 7 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
121 Sw Morrison Street, Suite 1550, Portland, OR 97204
93
Wealthminder
score

Kevin Green (CRD# 4136845) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Portland, OR and has over 17 years of experience in the finance industry.

3
Richard J. Johannsen
CRD#: 4676365
368 East Avalon Street, Kuna, ID 83634
93
Wealthminder
score

Richard Johannsen (CRD# 4676365) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Kuna, ID and has over 14 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 32 years of experience in the finance industry.

6
Edward W. Sager
CRD#: 4488238
121 Sw Morrison Street, Suite 1550, Portland, OR 97204
93
Wealthminder
score

Edward Sager (CRD# 4488238) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Portland, OR and has over 15 years of experience in the finance industry.

7
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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