Sheryl
Olson

Tpg Financial Advisors, LLC

CRD#2117245
Investment Advisor
in Portland, OR
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About this Advisor

Sheryl Olson is a chartered financial consultant who works out of Portland, Oregon, with 24 years of experience as a financial advisor. Olson currently works for Tpg Financial Advisors, LLC. During their career, the advisor has held roles at The Partners Group, Geneos Wealth Management, Inc and Tpg Financial Advisors LLC. Olson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Oregon, Washington and Texas. Tpg Financial Advisors, LLC is a business operating in Portland, Oregon. The investment advisory business has a total of 22 advisors. It handles $522 million in total assets between its 529 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 529 client accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services are provided. Fees charged by Tpg Financial Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

24 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11740 Sw 68Th Parkway Suite 200
Portland, OR 97223

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Tpg Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$533,319,783

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

23

OR Average: 50
Total Number of Accounts

587

OR Average: 1,309
Average Account Size

$908,552

OR Average: $855,770

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Investment Advisory Services

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

Sheryl Olson Work History

Sheryl has 24 years of experience.

2006 - Present (13 years)

Geneos Wealth Management, Inc

2006 - Present (13 years)

Tpg Financial Advisors LLC

1994 - Present (25 years)

The Partners Group

Disclosures

Sheryl Olson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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