TPG FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 141153). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Jacob Anders Shafer | CHIEF FINANCIAL OFFICER | — |
| John Spring Woolley | MANAGING DIRECTOR OF WEALTH MANAGEMENT & PRESIDENT | — |
| Carrie Thelise Maerz | CHIEF COMPLIANCE OFFICER | — |
| WOOLLEY HAROLD SPRING | CHIEF COMPLIANCE OFFICER; DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR OF WEALTH MANAGEMENT & PRESIDENT (+1 more) | — |
| OLSON VICTORIA LYNN | SHAREHOLDER | — |
| KERR BRUCE EARNEST WILLIAM | OWNER | — |
| MCHALE CARRIE L | CHIEF COMPLIANCE OFFICER | — |
| SHAFER JACOB ANDERS | CHIEF FINANCIAL OFFICER | — |
| HIGLEY SHAWN ORIN | MANAGING DIRECTOR; PARTNER | — |
| BARNHOUSE DOREEN GAY | VP OF OPERATIONS | — |
| CRUICKSHANK RODERICK BYRON | CEO AND PRESIDENT; OWNER | — |
| GATES JEFF LEE | SHAREHOLDER | — |
| ALTON GARY SCOTT | SHAREHOLDER | — |
| VANALLEN DOUGLAS KENT | SHAREHOLDER | — |
| MINK KRISTOPHER CHARLES | SHAREHOLDER | — |
| POND NICOLE MARIE | SHAREHOLDER | — |
| ROTHENFLUCH ANTHONY ERIC | CHIEF COMPLIANCE OFFICER | — |
| SWEENEY JOANNE | DIRECTOR OF WEALTH MANAGEMENT; DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER | — |
| Maerz Carrie Thelise | CHIEF COMPLIANCE OFFICER | — |