CONFLUENCE WEALTH MANAGEMENT LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 107810). Regulatory assets under management: $782.2M.
| Name | Role | Location |
|---|---|---|
| SMITH LESLIE DONALD | CLASS A MEMBER | — |
| REICHLE DAVID JOHN | MANAGING DIRECTOR; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| JEDDELOH JAMES B | CLASS A MEMBER; SHAREHOLDER | — |
| JONES GRANT L | CLASS A MEMBER; SHAREHOLDER | — |
| REYNOLDS GARY W | CLASS A MEMBER; SHAREHOLDER | — |
| JOHANNS GARY E | NON-OWNER CLASS B MEMBER OF LLC | — |
| SCHMITT PATI | CLASS A MEMBER | — |
| KALBERG TIMOTHY A | CLASS A MEMBER | — |
| KEE KATHLEEN JADE | CEO, CCO, CLASS A MEMBER; CEO, CLASS A MEMBER; CLASS A MEMBER (+1 more) | — |
| MORGANSTERN DAVID | CCO, CLASS A MEMBER; CEO, CCO | — |
| BERGEN MARILYN RUTH | CLASS A MEMBER | — |
| HOUSER GREGORY J | CLASS B MEMBER | — |
| STRINGHAM LANTZ KENT | CLASS B MEMBER | — |
| JONES HUW LLOYD | CLASS A MEMBER | — |
| KESTER PAUL D | SHAREHOLDER | — |
| PERKINS CHERYL G | CLASS A MEMBER; SHAREHOLDER | — |
| REYNOLDS GARY WILSON | CLASS A MEMBER | — |
| HOUSER GREGORY JOHN | CLASS B MEMBER | — |
| LAWTON JASON HOWARD | CCO; CCO,CLASS A MEMBER; CLASS A MEMBER | — |
| WONG WAIYEE CARMEN | CLASS A MEMBER | — |
| HULTSMAN SCOTT LAYNE | CCO | — |