Scott
Abrahamson
Oswego Wealth Advisors Inc
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About this Advisor
Scott Abrahamson is a certified financial planner based in Lake Oswego, Oregon who has 3 years of relevant experience. Abrahamson is an advisor for Oswego Wealth Advisors Inc. Their career trajectory has included roles at Portland Community College, Kms Financial Services Inc, The H Group, Inc and Oswego Wealth Advisors Inc. Abrahamson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Oregon and Texas. Oswego Wealth Advisors Inc is a financial advisory company that has its headquarters in Lake Oswego, OR. The investment advisory business has offices in two locations and a total of nine financial advisors. It manages $214 million in total assets across its 1,236 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 1,236 accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in investable assets. Oswego Wealth Advisors Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which service is offered. However, fees billed by Oswego Wealth Advisors Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oswego Wealth Advisors Inc Brokerage Details
$213,834,376
9
1,236
$173,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Scott Abrahamson Work History
Scott has been registered as a financial advisor for 3 years.*
Oswego Wealth Advisors Inc
Portland Community College
The H Group, Inc
Kms Financial Services Inc
*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 Scott Abrahamson 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 Oswego Wealth Advisors Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, 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.
