Sheryl Olson
Sheryl Olson is a ChFC-designated registered investment advisor at Tpg Financial Advisors, LLC, based in Portland, OR, with 35 years of industry experience. Sheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 637 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5% of the account value. In certain circumstances, a flat fee may be charged instead of a percentage.
Fee Estimator
Location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheryl is licensed to sell insurance under The Partners Group, Ltd. She also runs Buck's Executive Meet & Assist Services.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
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
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