SCHELLER FINANCIAL SERVICES INC.
Legal name: SCHELLER FINANCIAL SERVICES
CRD #110200 SEC #801-58027 PORTLAND, OR 503-297-5288
SEC Registered
Total AUM
$33.5M
Discretionary
$25.8M
Employees
1
Clients
251
Accounts
538
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 8, 2011
- 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 |
|---|---|---|---|---|
| HARRIS, PATRICK | I | PRESIDENT | NA | Control |
| HARRIS, PATRICK | I | PRESIDENT | NA | Control |
| HARRIS, PATRICK | I | PRESIDENT | NA | Control |
| HARRIS, PATRICK | I | PRESIDENT | NA | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | PRESIDENT AND CHAIRMAN /CHIEF COMPLIANCE OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | PRESIDENT AND CHAIRMAN | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | PRESIDENT AND CHAIRMAN | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER | E | Control |
| SCHELLER, FRED, CHRISTIAN | I | OWNER | E | Control |
| HARRIS, PATRICK | I | OWNER | A | |
| HARRIS, PATRICK | I | OWNER | A | |
| HARRIS, PATRICK | I | OWNER | A | |
| HARRIS, PATRICK | I | OWNER | A | |
| HARRIS, PATRICK | I | OWNER | A | |
| HARRIS, PATRICK | I | OWNER | A |
Registrations
Federal
IA
Nov 8, 2011 REGISTERED
Notice Filings (4)
AZ CA OR WA
Address
12909 SW 68TH PARKWAYSUITE 150
PORTLAND, OR 97223
United States
Phone: 503-297-5288