DW
CFA
DW
CFA

Deanne Woodring

43 Years of Experience
Portland, OR

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 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)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees generally range from 20 to 50 basis points (0.20% to 0.50%) of assets under management. Fees may be negotiable if assets exceed a stated amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 8 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.
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