Joseph Opsahl, financial advisor Salem OR
93 score

Joseph Opsahl

CRD Number: 1257252
Current Firm: True Private Wealth Advisors, LLC

Joseph Opsahl (CRD# 1257252) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Oct 2013 - Current 4
True Private Wealth Advisors, LLC Salem, OR Oct 2013 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) Portland, OR Sep 2009 - Oct 2013 4
Morgan Stanley Smith Barney Portland, OR Mar 1988 - Sep 2009 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Joseph E. Opsahl
Phone Number: 503-400-3317
Firm Website:
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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