Geneva Garcia Stegemoller

Tpg Financial Advisors, LLC

24 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement Planning

Tpg Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

643 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$2.0B

Location

11850 SW 67th Avenue, Suite 100, Portland, OR, 97223

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History

Regulatory History (1)

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Customer Dispute

February 2007

Settled

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Other 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

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Geneos Wealth Management, INC.Broker

June 2013 - January 2019 · 5 yrs 7 mos

PFS Investments INC.Broker

August 2000 - June 2013 · 12 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.