Geneva Stegemoller
Geneva Stegemoller is a registered investment advisor at Tpg Financial Advisors, LLC, based in Portland, OR, with 25 years of industry experience. Geneva 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 (1)
Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Geneva is licensed to sell insurance under The Partners Group, Ltd. She also volunteers for several non-profit organizations, including College Possible, BBBS, Jesuit Booster Club, and Kerr Contractor Annual Shoot Out Committee, dedicating minimal time to each.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
Previous Registrations
Geneos Wealth Management, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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
More Advisors
- Karl Harrop, CFPTpg Financial Advisors, LLC
- Samuel Detke, CFPTpg Financial Advisors, LLC
- Viviana Bigolin, CFPTpg Financial Advisors, LLC
- Debra Pellati, CFPTpg Financial Advisors, LLC
- Sheryl Olson, ChFCTpg Financial Advisors, LLC
- Ryan Long, CFAAdvisory Solutions Group