Td Ameritrade, Inc

Investment Advisor
in Portland, OR
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About this Advisor

Monte Garpestad is a certified financial planner in Portland, Oregon. Currently an advisor with Td Ameritrade, Inc, Garpestad has 15 years of work experience. Garpestad holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Garpestad is able to work with clients based out of Oregon. Throughout their career, they have worked at Securities America Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Securities America Advisors, Mercer Advisors, Fisher Investmens, Scottrade and Td Ameritrade, Inc. Td Ameritrade, Inc is located in Portland, Oregon, and operates out of 108 additional brick-and-mortar locations across the country. As a company, Td Ameritrade, Inc employs more than 7,809 people. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Td Ameritrade, Inc offers selection of other advisers and educational seminars. The firm may charge clients other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Selection of other advisers, Educational seminars/workshops

Fee Structure




Office Location

9600 Sw Barnes Road Suite 190
Portland, OR 97225

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Td Ameritrade, Inc Brokerage Details

Total Number of Employees


OR Average: 226

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Investment Advisory Services

  • Selection of other advisers
  • Educational seminars/workshops

Monte Garpestad Work History

Monte has 15 years of experience.

2018 - Present (1 year)

Td Ameritrade, Inc

2015 - Present (4 years)


2014 - 2014 (< 1 year)

Fisher Investmens

2013 - 2014 (1 year)

Mercer Advisors

2012 - 2013 (1 year)

Securities America Inc

2012 - 2013 (1 year)

Securities America Advisors

2005 - 2012 (7 years)

Charles Schwab Bank

2003 - 2012 (9 years)

Charles Schwab & Co., Inc


Monte Garpestad has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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