Wayne
Von Borstel
Von Borstel & Associates
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About this Advisor
Wayne Von Borstel is a financial advisor based in The Dalles, Oregon, working with Von Borstel & Associates. Wayne has previously held positions at Lpl Financial LLC, Oregon Trail Financial Services, Inc, Von Borstel & Associates, Inc, and Financial Advocates Investment Management. Wayne has passed the Series 63 regulatory exam and is registered to provide services in Oregon, Texas, and Washington. Currently, Wayne is part of Von Borstel & Associates, which operates out of The Dalles, Oregon. The firm has 1 office and 9 employees. The firm manages assets totaling $504.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Von Borstel & Associates includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Von Borstel & Associates Brokerage Details
$504,442,247
9
2,079
$242,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Wayne Von Borstel Work History
Von Borstel & Associates, Inc
Financial Advocates Investment Management
Von Borstel & Associates, Inc
Lpl Financial LLC
Oregon Trail Financial Services, Inc
Disclosures
Please visit the SEC profile of Wayne Von Borstel 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 Von Borstel & Associates
The Dalles, OR
Portland, OR
The Dalles, OR
The Dalles, OR
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