DW
CFA
DW
CFA

Deanne Woodring

43 Years of Experience

Deanne Woodring is a CFA-designated registered investment advisor at Government Portfolio Advisors LLC, based in Portland, OR, with 43 years of industry experience. Deanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
73 clients
Average Client Portfolio
$480.6M average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)

GPA typically charges high net worth clients a fee based on the value of their investments, generally ranging from 0.20% to 0.50% per year. Some clients may pay more or less depending on factors like the account size, services provided, and total assets managed for related clients. Fees may be adjusted annually and are specified in the client's contract.

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Location

6650 SW Redwood Lane, Suite 315, Portland, OR, 97224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Deanne is a sole proprietor of Woodring One, LLC (since 2009) and Woodring Two, LLC (since 2005), both real estate holdings/investment companies. She also serves on the Short Term Fund Board for the State of Oregon, dedicating minimal time to this role.

Employment History
Current Registrations
Government Portfolio Advisors LLC
February 2015 - Present · 11 yrs 2 mos
Previous Registrations
Mutual Securities, INC.Broker
February 2014 - October 2017 · 3 yrs 8 mos
Davidson Fixed Income Management, INC.
January 2006 - February 2014 · 8 yrs 1 mo
D.A. Davidson & CO.
June 2002 - February 2014 · 11 yrs 8 mos
D.A. Davidson & CO.Broker
June 2002 - February 2014 · 11 yrs 8 mos
U.S. Bancorp Piper Jaffray INC.Broker
April 1986 - July 2002 · 16 yrs 3 mos
Boettcher & Company, INC.Broker
July 1983 - April 1986 · 2 yrs 9 mos
Paine, Webber, Jackson & Curtis INC.Broker
December 1982 - July 1983 · 7 mos
State Registrations6 states
CANMORTXUTWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.