Tpg Financial Advisors, LLC

Tpg Financial Advisors, LLC (CRD# 141153) is a financial advisory firm headquartered in Portland, OR. They manage $335,281,605 in 185 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $1,812,333
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, LA, OR, TX, WA

Financial Advisors at Tpg Financial Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Karl W. Harrop
CRD#: 2940640
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
96
Wealthminder
score

Karl Harrop (CRD# 2940640) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 11 years of experience in the finance industry. Karl Harrop 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
Sheryl L. Olson
CRD#: 2117245
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
96
Wealthminder
score

Sheryl Olson (CRD# 2117245) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 25 years of experience in the finance industry.

3
Shawn O. Higley
CRD#: 2121745
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
93
Wealthminder
score

Shawn Higley (CRD# 2121745) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 25 years of experience in the finance industry.

4
Carrie L. McHale
CRD#: 4151122
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
93
Wealthminder
score

Carrie McHale (CRD# 4151122) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 15 years of experience in the finance industry.

5
Kristopher C. Mink
CRD#: 2560213
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
93
Wealthminder
score

Kristopher Mink (CRD# 2560213) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 21 years of experience in the finance industry.

6
Nicole M. Pond
CRD#: 5289604
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
93
Wealthminder
score

Nicole Pond (CRD# 5289604) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 9 years of experience in the finance industry.

7
Emily W. Roselle
CRD#: 5348117
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
93
Wealthminder
score

Emily Roselle (CRD# 5348117) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 7 years of experience in the finance industry.

8
Deanna L. Tucker
CRD#: 2761044
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
93
Wealthminder
score

Deanna Tucker (CRD# 2761044) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 6 years of experience in the finance industry.

9
Gary S. Alton
CRD#: 4156882
11740 Sw 68th Parkway, Suite 200, Portland, OR 97223
73
Wealthminder
score

Gary Alton (CRD# 4156882) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 16 years of experience in the finance industry.

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