Wealthtrak Financial Services, LLC

Wealthtrak Financial Services, LLC (CRD# 145427) is a financial advisory firm headquartered in Gresham, OR. They manage $12,000,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $428,571
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 Wealthtrak Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard T. Borst
CRD#: 1040270
886 Nw Council Drive, Gresham, OR 97030
93
Wealthminder
score

Richard Borst (CRD# 1040270) is an Investment Advisor Representative working at Wealthtrak Financial Services, LLC in Gresham, OR and has over 25 years of experience in the finance industry.

2
Bud L. Taylor
CRD#: 2740436
886 Nw Council Drive, Gresham, OR 97030
93
Wealthminder
score

Bud Taylor (CRD# 2740436) is an Investment Advisor Representative working at Wealthtrak Financial Services, LLC in Gresham, OR and has over 18 years of experience in the finance industry.

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