Willamette Financial Advisors, LLC

Willamette Financial Advisors, LLC (CRD# 173482) is a financial advisory firm headquartered in Portland, OR. They manage $131,478,210 in 687 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
6650 Sw Redwood Lane, Suite 310, Suite 310, Portland, OR 97224
http://www.wfinadv.com/
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $191,380
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, ID, IL, LA, OR, TX, WA

Financial Advisors at Willamette Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald Barry, financial advisor Portland OR
Ronald A. Barry
CRD#: 4775322
6650 Sw Redwood Lane, Suite 310, Suite 310, Portland, OR 97224

Ronald Barry (CRD# 4775322) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.

2
Dana Gardner, financial advisor Portland OR
Dana L. Gardner
CRD#: 2727532
6650 Sw Redwood Lane, Suite 310, Suite 310, Portland, OR 97224

Dana Gardner (CRD# 2727532) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.

3
James Jones, financial advisor Portland OR
James M. Jones
CRD#: 2070022
6650 Sw Redwood Lane, Suite 310, Suite 310, Portland, OR 97224

James Jones (CRD# 2070022) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.

4
Richard Steronko, financial advisor Portland OR
Richard F. Steronko
CRD#: 5168665
6650 Sw Redwood Lane, Suite 310, Suite 310, Portland, OR 97224

Richard Steronko (CRD# 5168665) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 17 years of experience in the finance industry.

5
Elizabeth Barry, financial advisor Portland OR
Elizabeth A. Barry
CRD#: 5631503
6650 Sw Redwood Lane, Suite 310, Suite 310, Portland, OR 97224

Elizabeth Barry (CRD# 5631503) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 15 years of experience in the finance industry.

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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