Micah
Dorr

Inman Financial Services, Inc

CRD#7043595
Investment Advisor
in Portland, OR

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About this Advisor

Micah Dorr is a certified financial planner working out of Portland, Oregon who has 4 years of industry experience. Dorr currently works for Inman Financial Services, Inc. Their career trajectory has included roles at Olive Garden, Farmers Insurance, Inman Financial Services and Inman Financial Services, Inc. Dorr has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Oregon and Washington. Inman Financial Services, Inc is a business based out of Portland, OR. It oversees $119 million in total assets between its 541 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises two charities and foundations. Of its 541 customer accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Inman Financial Services, Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Inman Financial Services, Inc can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12703 Sw 67Th Avenue
Portland, OR 97223

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Inman Financial Services, Inc Brokerage Details

Total Assets Under Management

$118,729,480

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

4

OR Average: 50
Total Number of Accounts

541

OR Average: 1,309
Average Account Size

$219,463

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Micah Dorr Work History

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

2018 - Present (6 years)

Inman Financial Services

2018 - Present (6 years)

Inman Financial Services, Inc

2014 - 2018 (4 years)

Farmers Insurance

2012 - 2014 (2 years)

Olive Garden

*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 Micah Dorr 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 Inman Financial Services, Inc

Micah Dorr
Portland, OR
David Inman
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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