Samuel
Detke
Tpg Financial Advisors, LLC
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About this Advisor
Samuel Detke is a financial advisor based in Portland, Oregon, working with Tpg Financial Advisors, LLC. Samuel has previously held positions at Marist High School, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, University Of Oregon, Peak Brokerage Services, LLC, Financial Investment Team, Inc, and Tpg Financial Advisors, LLC. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Samuel is part of Tpg Financial Advisors, LLC, which operates out of Portland, Oregon. The firm has 20 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and educational seminars. The fee structure at Tpg Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tpg Financial Advisors, LLC Brokerage Details
$1,657,763,372
20
1,514
$1,094,956
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
Samuel Detke Work History
Tpg Financial Advisors, LLC
Peak Brokerage Services, LLC
Financial Investment Team, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Marist High School
University Of Oregon
University Of Oregon
Disclosures
Please visit the SEC profile of Samuel Detke 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
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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