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🤫 Directory · consent-first

Near 97015. Clackamas.

24 financial advisors & firms and 12 insurance agents verified near Clackamas, OR — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 97015

Ims Capital Management0 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $381M AUM

CRD 105939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pinnacle Wealth Advisors0 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $550M AUM

CRD 117517 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Summa Global Advisors, LLC0 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $144M AUM

CRD 148713 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stangier Wealth Management0 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $300M AUM

CRD 171336 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
True North Retirement Advisors, LLC0 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $461M AUM

CRD 290885 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Strategic Finance INC.0 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $4M AUM

CRD 328828 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Newbore Wealth Management, INC.3.6 mi

RIA firm · Gladstone, OR 97027 · Registered investment adviser · $200M AUM

CRD 306441 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Meridian Financial Group, INC.4.3 mi

RIA firm · Milwaukie, OR 97222 · Registered investment adviser · $63M AUM

CRD 155067 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
MP Townsend Financial4.7 mi

RIA firm · Portland, OR 97266 · Registered investment adviser · $5M AUM

CRD 165292 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Northwest Shore Group6.7 mi

Advisor · Morgan Stanley · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Willamette Cascade Wealth Management6.7 mi

Advisor · Wells Fargo Advisors Financial Network · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
PDX Wealth Management6.7 mi

Advisor · Raymond James · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Cascade Investment Advisors, INC.6.7 mi

RIA firm · Oregon City, OR 97045 · Registered investment adviser · $360M AUM

CRD 117294 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sherman, Young & Leavitt, LLC6.7 mi

RIA firm · Oregon City, OR 97045 · Registered investment adviser · $77M AUM

CRD 152955 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Burnside and CO.6.7 mi

RIA firm · Oregon City, OR 97045 · Registered investment adviser · $35M AUM

CRD 155293 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mkg Financial Group, INC.7 mi

RIA firm · Portland, OR 97202 · Registered investment adviser · $16M AUM

CRD 104214 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Watershed Wealth Planning LLC7 mi

RIA firm · Portland, OR 97202 · Registered investment adviser · $31M AUM

CRD 285980 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Eric J Weberg7.4 mi

Advisor · Edward Jones · Lake Oswego, OR 97034 · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Kevin Brenden7.4 mi

Advisor · Edward Jones · Lake Oswego, OR 97034 · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Progressive Investment Management Corporation7.4 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $758M AUM

CRD 107777 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
D. Mattersdorff LLC7.4 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $62M AUM

CRD 134150 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
North Forty Two & CO.7.4 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $168M AUM

CRD 148417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Executive Investment Services, LLC7.4 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $92M AUM

CRD 152410 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Boz & Company LLC7.4 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $16M AUM

CRD 167851 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 97015

Alex Paulson6.7 mi

Insurance · Allstate · Lake Oswego, OR · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Brian Miller7.4 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Stephen Berry7.4 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Keely Schmidt7.4 mi

Insurance · Allstate · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Julie Nagaria8 mi

Insurance · State Farm · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Brian Woodbury8 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Allen Rahrich8 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Robin Byrd8 mi

Insurance · Allstate · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Lauri Alexander9.3 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
David Shin9.3 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
John Nogueira13.3 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Joshua Merrion13.3 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Clackamas, OR.

  • Oregon City, OR7 mi
  • Lake Oswego, OR7 mi
  • West Linn, OR8 mi
  • Portland, OR8 mi
  • Portland, OR9 mi
  • Portland, OR9 mi
  • Lake Oswego, OR9 mi
  • Portland, OR9 mi
  • Portland, OR10 mi
  • Portland, OR10 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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