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🤫 Directory · consent-first

Near 97034. Lake Oswego.

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

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Financial

Advisors & firms near 97034

Eric J Weberg0 mi

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

This is you? Claim itclaimable & removable by its owner
Kevin Brenden0 mi

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

This is you? Claim itclaimable & removable by its owner
Progressive Investment Management Corporation0 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 LLC0 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.0 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, LLC0 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 LLC0 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
801 West Capital Management, LLC0 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $516M AUM

CRD 168417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Allium Financial Advisors, LLC0 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $734M AUM

CRD 288462 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Planful Finance LLC0 mi

RIA firm · Lake Oswego, OR 97034 · Registered investment adviser · $54M AUM

CRD 322439 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Northwest Shore Group1.1 mi

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

This is you? Claim itclaimable & removable by its owner
Willamette Cascade Wealth Management1.1 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 Management1.1 mi

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

This is you? Claim itclaimable & removable by its owner
Jensen Investment Management INC.1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $6.5B AUM

CRD 105281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Northwest Capital Management INC.1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $8.5B AUM

CRD 108091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Quest Investment Management, LLC1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.7B AUM

CRD 110640 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cwc Advisors, LLC1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $445M AUM

CRD 127739 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Total Assets Management, INC.1.9 mi

RIA firm · Portland, OR 97035 · Registered investment adviser · $1M AUM

CRD 129050 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Human Investing1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $2.2B AUM

CRD 133017 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gradow Capital Management, LLC1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $34M AUM

CRD 133071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aegis Financial Advisory1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 137602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Taurus Capital Advisors, LLC1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $231M AUM

CRD 137633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cedar Mountain Advisors, LLC1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.2B AUM

CRD 140339 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Parish & Company LLC1.9 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $105M AUM

CRD 142713 · verify at the regulator

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

Insurance agents near 97034

Brian Miller0 mi

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

This is you? Claim itclaimable & removable by its owner
Stephen Berry0 mi

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

This is you? Claim itclaimable & removable by its owner
Keely Schmidt0 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Paulson1.1 mi

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

This is you? Claim itclaimable & removable by its owner
Lauri Alexander1.9 mi

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

This is you? Claim itclaimable & removable by its owner
David Shin1.9 mi

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

This is you? Claim itclaimable & removable by its owner
Julie Nagaria4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Woodbury4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Allen Rahrich4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Robin Byrd4.1 mi

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

This is you? Claim itclaimable & removable by its owner
John Nogueira9.7 mi

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

This is you? Claim itclaimable & removable by its owner
Joshua Merrion9.7 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 Lake Oswego, OR.

  • Lake Oswego, OR2 mi
  • Portland, OR3 mi
  • West Linn, OR4 mi
  • Tualatin, OR5 mi
  • Portland, OR5 mi
  • Portland, OR5 mi
  • Portland, OR6 mi
  • Beaverton, OR7 mi
  • Portland, OR7 mi
  • Clackamas, OR7 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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