Geneva
Stegemoller

Tpg Financial Advisors, LLC

CRD#4214104
Investment Advisor
in Portland, OR

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About this Advisor

Geneva Stegemoller is a financial advisor working out of Portland, Oregon with 4 years of relevant experience. Stegemoller is an employee of Tpg Financial Advisors, LLC. Their career trajectory has included roles at Primerica Financial Services, Geneos Wealth Management and Tpg Financial Advisors LLC. Stegemoller maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Oregon. Tpg Financial Advisors, LLC is a registered investment firm operating out of Portland, OR. It oversees $1 billion in assets under management among its 1,323 accounts, placing it among the biggest firms in the nation by assets under management. Of its 1,323 client accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets. Tpg Financial Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and educational seminars. A financial advisor's fee schedules usually are based on which service is offered. However, fees charged by Tpg Financial Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11850 Sw 67Th Avenue Suite 100
Portland, OR 97223

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Tpg Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,324,421,257

OR Average: $1,120,203,312
Total Number of Employees

18

OR Average: 50
Total Number of Accounts

1,323

OR Average: 1,309
Average Account Size

$1,001,074

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Educational seminars/workshops

Geneva Stegemoller Work History

Geneva has been registered as a financial advisor for 4 years.*

2013 - Present (11 years)

Tpg Financial Advisors LLC

2013 - 2019 (6 years)

Geneos Wealth Management

2000 - 2013 (13 years)

Primerica Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Geneva Stegemoller 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 Tpg Financial Advisors, LLC

Lauren Reed
Portland, OR
Erin Gould
Portland, OR
Nicole Bryson
Portland, OR
Carrie Maerz
Portland, OR
Karl Harrop
Portland, OR
Stuart Robertson
Portland, OR
Christopher Hockley
Portland, OR
Kyle Hagmeier
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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