Philip
Sherman

Deschutes Investment Consulting, LLC

CRD#6300809
Investment Advisor
in Portland, OR

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About this Advisor

Philip Sherman is a certified financial planner based out of Portland, Oregon, with 3 years of industry experience. Sherman is an employee of Deschutes Investment Consulting, LLC. During their career, Sherman has held roles at Jones & Roth Financial Services, LLC, Oregon Community Credit Union, 1St Global Capital Corp, 1St Global Advisors Inc, Kms Financial Services, Inc, Wiora Retirement Strategies, Cuso Financial Services, Lp, South Carolina Federal Credit Union, Cwm, LLC, Cetera Advisor Networks, Cwm, LLC Dba Carson Wealth, Deschutes Investment Consulting, LLC and Lpl Financial, LLC. Sherman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Deschutes Investment Consulting, LLC is a registered investment company operating out of Portland, OR. It administers $2 billion in total assets between its 327 accounts, placing it among the largest firms in the United States by assets under management. Of its 327 accounts, 22% are held by high-net-worth clients who have at least $1 million in investable assets. Deschutes Investment Consulting, LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Deschutes Investment Consulting, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Sw Market Street Suite 550
Portland, OR 97201

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Deschutes Investment Consulting, LLC Brokerage Details

Total Assets Under Management

$1,693,264,697

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

8

OR Average: 50
Total Number of Accounts

327

OR Average: 1,309
Average Account Size

$5,178,180

OR Average: $855,770

Investment Advisory Services

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

Philip Sherman Work History

Philip has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Deschutes Investment Consulting, LLC

2019 - 2019 (< 1 year)

Cwm, LLC Dba Carson Wealth

2018 - 2019 (1 year)

Cwm, LLC

2018 - 2019 (1 year)

Cetera Advisor Networks

2017 - 2018 (1 year)

Lpl Financial, LLC

2016 - 2016 (< 1 year)

Kms Financial Services, Inc

2016 - 2017 (1 year)

Cuso Financial Services, Lp

2016 - 2017 (1 year)

South Carolina Federal Credit Union

2015 - 2016 (1 year)

Wiora Retirement Strategies

2014 - 2015 (1 year)

Jones & Roth Financial Services, LLC

2014 - 2015 (1 year)

1St Global Capital Corp

2014 - 2015 (1 year)

1St Global Advisors Inc

2013 - 2014 (1 year)

Oregon Community Credit Union

*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 Philip Sherman 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 Deschutes Investment Consulting, LLC

Philip Sherman
Portland, OR
Jonathan Metz
Portland, OR
Kyle Dodrill
Portland, OR
Laura Fallon-Burns
Portland, OR
Carl Burnham
Portland, OR
Macgregor Hall
Portland, OR
Aaron Buechel
Portland, OR
Timothy Cooper
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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