Tandem Views Investment Services, LLC
Tandem Views Investment Services, LLC (CRD# 281611) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $4,054,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$94,279
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Teriann Kruse (CRD# 5794629) is an Investment Advisor Representative working at Tandem Views Investment Services, LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry. Teriann Kruse 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 put clients' interests first and comply with the Financial Planning Practice Standards.