Delynn
Shogren
Tradewinds Wealth Management
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About this Advisor
Delynn Shogren is a financial advisor based in Portland, Oregon, working with Tradewinds Wealth Management. Delynn has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Homestreet Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, U.S. Bancorp Investments, Inc, Lpl Financial LLC, Financial Advocates Investment Management, and Tradewinds Asset Management, LLC. Delynn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Delynn is part of Tradewinds Wealth Management, which operates out of Portland, Oregon. The firm has 1 office and 5 employees. The firm manages assets totaling $131.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Tradewinds Wealth Management includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Tradewinds Wealth Management Brokerage Details
$131,640,422
5
261
$504,369
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Delynn Shogren Work History
Tradewinds Asset Management, LLC
Lpl Financial LLC
Financial Advocates Investment Management
U.S. Bancorp Investments, Inc
Homestreet Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Delynn Shogren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tradewinds Wealth Management
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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