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).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $94,279
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
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.

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
96
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.