Vista Capital Partners, Inc.
Vista Capital Partners, Inc. (CRD# 114913) is a financial advisory firm headquartered in Portland, OR. They manage $920,040,172 in 1,592 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management920MILLION
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Total Number of Accounts1,592ACCOUNTS
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Average Account Value$577,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, NH, OR, TX, WA
Amanda Harvey (CRD# 4448078) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 15 years of experience in the finance industry. Amanda Harvey 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.
Gordon Gorsuch (CRD# 2218960) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 25 years of experience in the finance industry.
Robert Greenman (CRD# 4969019) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 12 years of experience in the finance industry.
Corey Gumm (CRD# 6146939) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 4 years of experience in the finance industry. Corey Gumm 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.
Michael Oreilly (CRD# 2440647) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Douglas Post (CRD# 5451042) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 9 years of experience in the finance industry.
Dougal Williams (CRD# 4603319) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 12 years of experience in the finance industry.
Lindsey Williams (CRD# 3135124) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Anika Hedstrom (CRD# 6188218) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 4 years of experience in the finance industry. Anika Hedstrom 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.
Douglas Johanson (CRD# 4324645) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has 1 year of experience in the finance industry.