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Featured Business Financial Advisor in Beaverton, OR
Beaverton Financial Advisors
StoneRidge Wealth Management
Offices in Portland and Beaverton - 8625 SW Cascade Avenue Suite 240 Beaverton, Oregon 97008, 700 NE Multnomah Suite 256 Portland, OR 97232
Beaverton, OR 97008
(503) 352-0188
“Rock Solid Retirement & Estate Planning”
Advisor Profile
Van  Mason, CFP, CLU, MBA
Name:  Van Mason, CFP, CLU, MBA
Phone Number:  (503) 352-0188
Website:  Visit Website
Disclaimer
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

About StoneRidge Wealth Management

Our Mission is to carefully build a life-long partnership with each of our clients, based upon the very highest levels of integrity, loyalty, and trust.

We Will Always deliver the highest quality service as we help our clients work toward their financial future.

Our Code Of Values will always place our client's best interests ahead of our own.

We have three offices conveniently located below:

8625 SW Cascade Avenue Suite 240 Beaverton, OR 97008

700 NE Multnomah Suite 256 Portland, OR 97232

201 NE Park Plaza Drive Suite 280 Vancouver, WA 98684
 

General Information

CRD#:    3041864
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    OR, WA
States Willing to do Business in:   
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    12
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, Video Conference, Via phone
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 7
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    50k+
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Van Mason, CFP, CLU, MBA

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