Strategic Financial Partners, Ltd

Strategic Financial Partners, Ltd (CRD# 148858) is a financial advisory firm headquartered in Keizer, OR. They manage $231,927,149 in 871 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5454 River Road North, #20190, Keizer, OR 97307
http://www.advisoryfirm.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    871
    ACCOUNTS
  • Average Account Value
    $266,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

CA, NE, NM, OR, TX, WA

Financial Advisors at Strategic Financial Partners, Ltd
Showing 1 - 6 of 6 top financial advisors.
1
Grant Carroll, financial advisor Bend OR
Grant F. Carroll
CRD#: 2735304
Bend, OR

Grant Carroll (CRD# 2735304) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Bend, OR and has over 27 years of experience in the finance industry.

2
Kevin Green, financial advisor Bend OR
Kevin A. Green
CRD#: 4136845
Bend, OR

Kevin Green (CRD# 4136845) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Bend, OR and has over 24 years of experience in the finance industry.

3
Robert Kirkpatrick, financial advisor Bend OR
Robert R. Kirkpatrick
CRD#: 3005008
Bend, OR

Robert Kirkpatrick (CRD# 3005008) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Bend, OR and has over 26 years of experience in the finance industry.

4
Edward Sager, financial advisor Damascus OR
Edward W. Sager
CRD#: 4488238
Damascus, OR

Edward Sager (CRD# 4488238) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Damascus, OR and has over 22 years of experience in the finance industry.

5
Richard Williams, financial advisor Bend OR
Richard L. Williams
CRD#: 2071231
Bend, OR

Richard Williams (CRD# 2071231) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Bend, OR and has over 33 years of experience in the finance industry.

6
Michael Eisenhauer, financial advisor Bend OR
Michael R. Eisenhauer
CRD#: 5667409
Bend, OR

Michael Eisenhauer (CRD# 5667409) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Bend, OR and has over 14 years of experience in the finance industry.

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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