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Blue Water Wealth financial advisors in Oregon
Every SEC-registered investment adviser representative at a Blue Water Wealth office in Oregon, by city and A to Z.
The short answer
8 registered advisors work at Blue Water Wealth in Oregon, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (6). 1 list the CFP designation and 0 are also registered broker representatives.
Blue Water Wealth advisors by city in Oregon
Every firm in Oregon →Blue Water Wealth advisors in Oregon, A to Z
Search by name →- Merlin ArborPortland
- Nancy L. CongdonPortland · Certified Financial Planner
- Jada C. FouchPortland
- Jadyn C. Kerns-FunkPortland
- Martin D. LinkPortland
- Kristen A. RajottePortland
- David M. ReamPortland
- Kristine J. StawinskiPortland
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Blue Water Wealth in other states
Questions
How many Blue Water Wealth financial advisors are in Oregon?
8 investment adviser representatives are registered at Blue Water Wealth offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Blue Water Wealth have the most advisors?
Portland, with 6. Blue Water Wealth has advisors in 1 city in Oregon.
How do I check a Blue Water Wealth advisor in Oregon?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Blue Water Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.