Lake Oswego, OR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cedar Mountain Advisors, LLC
Team
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About
Cedar Mountain Advisors is a team-based registered investment adviser that provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations and corporations. The firm manages assets through its proprietary model portfolios and program relationships (including an SEI asset allocation program and use of third‑party money managers) and generally charges asset‑based advisory fees.
The firm assigns clients to proprietary model portfolios based on suitability factors such as investment objectives, time horizon and risk tolerance; representatives develop, monitor and update those models and execute periodic rebalancing. Portfolios may include mutual funds, ETFs, individual securities, annuity products and sub‑advised third‑party strategies, and the brochure notes a contrarian tilt with tactical or strategic changes occurring infrequently (typically 0–4 times per year).
Noteworthy for a firm of this type, some representatives are licensed insurance agents and may receive commission income from insurance sales and also provide tax‑preparation services, a practice the brochure discloses as a potential conflict of interest and states clients are not required to use. The firm also emphasizes services that are less common among peers, including ERISA 3(21)/3(38) retirement plan fiduciary work, formal law‑firm consultation arrangements for client analyses, and solicitor/referral relationships with third‑party managers, and it discloses receipt of custodial support and research benefits.
Based on Cedar Mountain Advisors, LLC
Expertise
Based on Cedar Mountain Advisors, LLC
Location
5285 Meadows Rd, Suite 360
Lake Oswego OR 97035
Advisors at this office
4
Advisors at this office
Daniel N
CFP®, Series 63, Series 65
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Daniel Nance is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2008 and previously worked at Securities America, Inc. Mr. Nance is also licensed to sell long-term care and life insurance products. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.
Todd S
Series 63, Series 65
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Todd Smithpeter is a financial advisor at Cedar Mountain Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cedar Mountain Advisors since 2010, following nine years at Securities America, Inc. Outside of his advisory role, he owns and operates Smithpeter Equine Enterprises, an equine business focused on training, buying, selling, and breeding horses. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.
Bradley P
ChFC®, Series 63
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Bradley Patrick is a financial advisor at Cedar Mountain Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2006, he worked at Securities America, Inc. for 13 years. Outside of advisory services, he is involved in fixed insurance sales, including life, disability, and long-term care insurance. Cedar Mountain Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a combination of mutual funds, ETFs, and individual securities.
Adam W
Series 63, Series 65
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Adam Woods is a financial advisor with Cedar Mountain Advisors, LLC in Lake Oswego, OR. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Woods has been with Cedar Mountain Advisors since 2006 and previously worked at Securities America, Inc. for 13 years. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, using proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities to tailor investment strategies.
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