Partner · Vista Capital Partners, Inc.
Vanessa N. Dehaan
CRD 7273326 · Named on Form ADV at one SEC-registered adviser
At a glance
Vista Capital Partners, Inc., an SEC-registered wealth manager based in Portland, OR with $3.2 billion in regulatory assets, lists Vanessa N. Dehaan on its Form ADV as Partner.
Firms and roles
- Vista Capital Partners, Inc.PartnerWealth manager · Portland, OR · $3.2B in regulatory assets
AtlasMembers
Vanessa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Vanessa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (13)
- Michael J. OreillyPrincipal, Vista Capital Partners, Inc.
- Douglas E. JohansonChairman of the Board, Vista Capital Partners, Inc.
- Dougal WilliamsCEO, Chief Wealth Officer, Vista Capital Partners, Inc.
- John J. ConveryChief Compliance Officer, Vista Capital Partners, Inc.
- Robert D. GreenmanChief Growth Officer, Vista Capital Partners, Inc.
8 more people named with Vanessa on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vanessa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.