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🤫 Directory · consent-first

Near 97068. West Linn.

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

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Financial

Advisors & firms near 97068

Pacific Coast Investment Advisors, LLC0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $122M AUM

CRD 137963 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Etesian Wealth Advisors, INC.0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $503M AUM

CRD 152127 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Settlement Capital Advisors0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $88M AUM

CRD 155250 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lookahead Wealth LLC0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $45M AUM

CRD 285724 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Encompass Financial Planning0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $30M AUM

CRD 287472 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Twm Wealth Management Corp0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $90M AUM

CRD 321103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Veridan Wealth0 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $667M AUM

CRD 329666 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Eric J Weberg4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Kevin Brenden4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Progressive Investment Management Corporation4.1 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 LLC4.1 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.4.1 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, LLC4.1 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 LLC4.1 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, LLC4.1 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, LLC4.1 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 LLC4.1 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
Newbore Wealth Management, INC.4.4 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
Sound Investment Management INC4.6 mi

RIA firm · Tualatin, OR 97062 · Registered investment adviser · $256M AUM

CRD 107438 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ryan Financial Solutions, LLC4.6 mi

RIA firm · Tualatin, OR 97062 · Registered investment adviser · $78M AUM

CRD 312269 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nexus Strategic Wealth4.6 mi

RIA firm · Tualatin, OR 97062 · Registered investment adviser · $56M AUM

CRD 336847 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Northwest Shore Group4.8 mi

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

This is you? Claim itclaimable & removable by its owner
Willamette Cascade Wealth Management4.8 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 Management4.8 mi

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

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

Insurance agents near 97068

Julie Nagaria0 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Woodbury0 mi

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

This is you? Claim itclaimable & removable by its owner
Allen Rahrich0 mi

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

This is you? Claim itclaimable & removable by its owner
Robin Byrd0 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Miller4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Stephen Berry4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Keely Schmidt4.1 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Paulson4.8 mi

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

This is you? Claim itclaimable & removable by its owner
Lauri Alexander5.1 mi

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

This is you? Claim itclaimable & removable by its owner
David Shin5.1 mi

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

This is you? Claim itclaimable & removable by its owner
John Nogueira13.8 mi

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

This is you? Claim itclaimable & removable by its owner
Joshua Merrion13.8 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 West Linn, OR.

  • Lake Oswego, OR4 mi
  • Tualatin, OR5 mi
  • Lake Oswego, OR5 mi
  • Oregon City, OR7 mi
  • Portland, OR7 mi
  • Portland, OR7 mi
  • Clackamas, OR8 mi
  • Portland, OR8 mi
  • Portland, OR10 mi
  • Beaverton, 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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