Tigard, OR SW Atlanta St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

6830 SW Atlanta St, Ste 200

Tigard OR 97223

Advisors at this office

9

Advisors at this office

user avatar

Kurtis I

Series 63

Tigard, OR

LPL Financial

Kurtis Inouye is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers, as well as a six-year period with KONKO Church of Portland. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Kim D

Series 66

Tigard, OR

LPL Financial

Kim Dexter is a financial advisor with LPL Financial in Tigard, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is co-owner of Pacific Shield Coatings, Inc., a painting business based in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Christine O

Series 63, Series 65

Tigard, OR

LPL Financial

Christine Over is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at James Strauch and Waddell & Reed, and she was involved with the Tigard Rotary for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Curtis S

CFP®, Series 63, Series 65

Tigard, OR

LPL Financial

Curtis Shirey is a financial advisor with LPL Financial in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including prior roles at Waddell & Reed and managing his own business, Curtis Shirey. Outside of his advisory work, he has been involved in non-variable insurance and operates as a communication coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Brian C

Series 66

Tigard, OR

LPL Financial

Brian Cantrell is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and having four years of industry experience. His prior work includes a year at Waddell & Reed and five years at The Pool & Spa House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Brian H

Series 66

Tigard, OR

LPL Financial

Brian Horn is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, various insurance carriers, and TPO prior to joining LPL Financial. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Shiloh K

Series 66

Tigard, OR

LPL Financial

Shiloh Kamrath is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Kamrath worked at Waddell & Reed and Over and Strauch. Outside of advising, Kamrath is a notary public in the state of Oregon and has been involved with Living Water Family Fellowship since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to support diversified investment strategies.

College savings (529s, UTMA, etc.)
user avatar

John S

Series 66

Tigard, OR

LPL Financial

John Strauch is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and managing Strauch Investments LLC for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

James S

Series 66

Tigard, OR

LPL Financial

James Strauch is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes ownership of Maia Coffee Roasting LLC and leadership roles at Over and Strauch Team Inc. and Waddell & Reed, Inc. He has also been involved in business ventures outside the financial industry, including a coffee roasting company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services supported by research and technology, providing both discretionary and non-discretionary management across various investment programs.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")