Tandem Views Investment Services, LLC

Tandem Views Investment Services, LLC (CRD# 281611) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $6,354,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $158,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Tandem Views Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Teriann Kruse
CRD#: 5794629
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035

Teriann Kruse (CRD# 5794629) is an Investment Advisor Representative working at Tandem Views Investment Services, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.

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