NORTHWEST FINANCIAL PLANNING CORP
Legal name: NORTHWEST FINANCIAL OF OREGON
CRD #104660 SEC #801-19003 PORTLAND, OR 503.222.9050
SEC Registered
Total AUM
$43.5M
Discretionary
$39M
Employees
5
Clients
25
Accounts
126
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR, CHEIF COMPLIANCE OFFICER | NA | Control |
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR, CHEIF COMPLIANCE OFFICER | NA | Control |
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR | NA | Control |
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR | NA | Control |
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR | NA | Control |
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR, CHEIF COMPLIANCE OFFICER | NA | Control |
| ARENDS, RONALD, GENE | I | PRESIDENT, GENERAL MANAGER, DIRECTOR | NA | Control |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| WEGENER, LOIS, M | I | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | NA | |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
| ARENDS, RONALD G. LIVING TRUST | DE | SHAREHOLDER | E | Control |
Registrations
Federal
IA
Sep 9, 2005 REGISTERED
Notice Filings (2)
OR WA
Address
4640 SW MACADAM AVE #280PORTLAND, OR 97239
USA
Phone: 503.222.9050