The H Group, Inc.

The H Group, Inc. (CRD# 106801) is a financial advisory firm headquartered in Portland, OR. They manage $557,986,373 in 2,248 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    558
    MILLION
  • Total Number of Accounts
    2,248
    ACCOUNTS
  • Average Account Value
    $248,215
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
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.

AZ, CA, ID, NH, NV, OR, TX, WA

Financial Advisors at The H Group, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Dale W. Hadley
CRD#: 853002
3395 Sw Garden View Ave, Portland, OR 97225
96
Wealthminder
score

Dale Hadley (CRD# 853002) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 34 years of experience in the finance industry. Dale Hadley 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.

2
Laurence T. Hanslits
CRD#: 1342285
500 Liberty Street Se #310, Salem, OR 97301
96
Wealthminder
score

Laurence Hanslits (CRD# 1342285) is an Investment Advisor Representative working at The H Group, Inc. in Salem, OR and has over 32 years of experience in the finance industry. Laurence Hanslits 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.

3
Fred L. King Jr
CRD#: 4840031
3395 Sw Garden View Ave, Portland, OR 97225
96
Wealthminder
score

Fred King Jr (CRD# 4840031) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 12 years of experience in the finance industry. Fred King Jr 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.

4
Scott L. Maxwell
CRD#: 2319122
3395 Sw Garden View Ave, Portland, OR 97225
96
Wealthminder
score

Scott Maxwell (CRD# 2319122) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 24 years of experience in the finance industry. Scott Maxwell 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.

5
Katherine M. Suchan
CRD#: 2890615
500 Liberty Street Se, Suite 310, Salem, OR 97301
96
Wealthminder
score

Katherine Suchan (CRD# 2890615) is an Investment Advisor Representative working at The H Group, Inc. in Salem, OR and has over 18 years of experience in the finance industry. Katherine Suchan 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.

6
Chyrle L. Pinkerton
CRD#: 1023555
7661 W. Riverside Drive Suite 104, Boise, ID 83714
93
Wealthminder
score

Chyrle Pinkerton (CRD# 1023555) is an Investment Advisor Representative working at The H Group, Inc. in Boise, ID and has over 31 years of experience in the finance industry.

7
Mary Y. Way
CRD#: 2612824
3395 Sw Garden View Ave, Portland, OR 97225
93
Wealthminder
score

Mary Way (CRD# 2612824) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 22 years of experience in the finance industry.

8
Brenna R. Jensen-Baucum
CRD#: 6241762
3395 Sw Garden View Ave, Portland, OR 97225
89
Wealthminder
score

Brenna Jensen-Baucum (CRD# 6241762) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

9
Ronald W. Kelemen
CRD#: 732068
3395 Sw Garden View Ave, Portland, OR 97225
86
Wealthminder
score

Ronald Kelemen (CRD# 732068) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 32 years of experience in the finance industry. Ronald Kelemen 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.

10
Thomas P. Timberg
CRD#: 1821695
3395 Sw Garden View Ave, Portland, OR 97225
76
Wealthminder
score

Thomas Timberg (CRD# 1821695) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 29 years of experience in the finance industry. Thomas Timberg 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.

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