Tpg Financial Advisors, LLC

Tpg Financial Advisors, LLC (CRD# 141153) is a financial advisory firm headquartered in Portland, OR. They manage $1,657,763,372 in 1,514 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223
https://www.facebook.com/tpggrp/
By the Numbers
  • Total Assets Under Management
    1,658
    MILLION
  • Total Number of Accounts
    1,514
    ACCOUNTS
  • Average Account Value
    $1,094,956
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, OR, TX, WA

Financial Advisors at Tpg Financial Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Karl Harrop, financial advisor Portland OR
Karl W. Harrop
CRD#: 2940640
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Karl Harrop (CRD# 2940640) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 18 years of experience in the finance industry.

2
Kristopher Mink, financial advisor Portland OR
Kristopher C. Mink
CRD#: 2560213
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Kristopher Mink (CRD# 2560213) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 29 years of experience in the finance industry.

3
Sheryl Olson, financial advisor Portland OR
Sheryl L. Olson
CRD#: 2117245
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Sheryl Olson (CRD# 2117245) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.

4
Lauren Reed, financial advisor Portland OR
Lauren M. Reed
CRD#: 5302449
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Lauren Reed (CRD# 5302449) 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.

5
Stuart Robertson, financial advisor Portland OR
Stuart D. Robertson
CRD#: 6256651
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Stuart Robertson (CRD# 6256651) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 10 years of experience in the finance industry.

6
Emily Roselle, financial advisor Portland OR
Emily W. Roselle
CRD#: 5348117
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Emily Roselle (CRD# 5348117) 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.

7
Michael Walters, financial advisor Portland OR
Michael D. Walters
CRD#: 4230258
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Michael Walters (CRD# 4230258) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 23 years of experience in the finance industry.

8
John Woolley, financial advisor Portland OR
John S. Woolley
CRD#: 2365733
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

John Woolley (CRD# 2365733) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 30 years of experience in the finance industry.

9
Kyle Hagmeier, financial advisor Portland OR
Kyle D. Hagmeier
CRD#: 7706784
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Kyle Hagmeier (CRD# 7706784) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.

10
Christopher Hockley, financial advisor Portland OR
Christopher J. Hockley
CRD#: 7269870
11850 Sw 67th Avenue, Suite 100, Portland, OR 97223

Christopher Hockley (CRD# 7269870) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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