A complete list of active advisors currently associated with Consolidated Financial Management Corp.
Warmer can help you find a great advisor at Consolidated Financial Management Corp. or one who fits your needs even better.
Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, and business entities. The firm does not manage client assets or accept custody; its services focus on written plans, implementation support, and ongoing consulting. The adviser’s planning process begins with a review of a client’s financial situation and goals, uses both fundamental and technical analysis, and typically recommends an asset allocation and a buy‑and‑hold approach with periodic reallocation as needed. Written plans are delivered within a stated timeframe and the firm offers follow‑up and additional services on an hourly or renewal basis. Noteworthy features in the brochure include material affiliations: associated persons are registered representatives and investment adviser representatives of LPL Financial and are appointed with various insurance companies, and the firm routinely refers clients to LPL for investment management. The brochure discloses potential conflicts of interest tied to commissions or advisory compensation, notes that associated persons may spend up to 90% of their time on LPL‑related activities, and emphasizes that clients are under no obligation to implement recommendations through the firm’s affiliated channels.
To learn more about the advisors currently working at Consolidated Financial Management Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Beaverton, OR
| 31
| |
Beaverton, OR
| 7
| |
Beaverton, OR
| 23
| |
Beaverton, OR
| 7
|
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