Michael
Radakovich

Consolidated Portfolio Review Corp

CRD#1614254
Investment Advisor
in Portland, OR

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About this Advisor

Michael Radakovich is a financial advisor based in Portland, Oregon, working with Consolidated Portfolio Review Corp. Michael has previously held positions at Kms Financial Services, Inc, Vanderbilt Securities, LLC, and Consolidated Portfolio Review Corp. Michael has passed the Series 63 regulatory exam and is registered to provide services in Oregon. Currently, Michael is part of Consolidated Portfolio Review Corp, which operates out of Portland, Oregon. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3601 Sw Multnomah Blvd.
Portland, OR 97219

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Consolidated Portfolio Review Corp Brokerage Details

Total Assets Under Management

$905,610,357

OR Average: $7,464,549,021
Total Number of Employees

833

OR Average: 88
Total Number of Accounts

3,966

OR Average: 3,892
Average Account Size

$228,344

OR Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Radakovich Work History

2020 - Present (4 years)

Vanderbilt Securities, LLC

2020 - Present (4 years)

Consolidated Portfolio Review Corp

2012 - 2020 (8 years)

Kms Financial Services, Inc

Disclosures

Please visit the SEC profile of Michael Radakovich 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 Consolidated Portfolio Review Corp

Daniel Bredow
Woodbury, NY
Stephen Moorman
Longmont, CO
Trevor Randall
Woodbury, NY
Robert Halbreiner
Woodbury, NY
Polly Stoecklein
Manhattan, KS
Michael Radakovich
Portland, OR
William Fisher
Danville, CA
Feng Chen
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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