Willamette Financial Advisors, LLC

Willamette Financial Advisors, LLC (CRD# 173482) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $57,435,985 in 418 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $137,407
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
  • Selection of other advisers (including private fund managers)
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, ID, OR, TN, WA

Financial Advisors at Willamette Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald A. Barry
CRD#: 4775322
5335 Sw Meadows Road, Suite 240, Lake Oswego, OR 97035
96
Wealthminder
score

Ronald Barry (CRD# 4775322) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry. Ronald Barry 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
Stephen D. Dunne
CRD#: 3267945
5335 Sw Meadows Road, Suite 240, Lake Oswego, OR 97035
96
Wealthminder
score

Stephen Dunne (CRD# 3267945) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Lake Oswego, OR and has over 18 years of experience in the finance industry. Stephen Dunne 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
James M. Jones
CRD#: 2070022
5335 Sw Meadows Road, Suite 240, Lake Oswego, OR 97035
93
Wealthminder
score

James Jones (CRD# 2070022) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Lake Oswego, OR and has over 27 years of experience in the finance industry.

4
Valerie J. Nelson
CRD#: 5921737
5335 Sw Meadows Road, Suite 240, Lake Oswego, OR 97035
93
Wealthminder
score

Valerie Nelson (CRD# 5921737) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry. Valerie Nelson 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
Richard F. Steronko
CRD#: 5168665
5335 Sw Meadows Road, Suite 240, Lake Oswego, OR 97035
93
Wealthminder
score

Richard Steronko (CRD# 5168665) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.