Tpg Financial Advisors, LLC

CRD 141153 · Portland, OR · $2.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 141153
SEC number: 801-77417
Firm type: RIA
Assets under management: $2.2B as of Mar 26, 2026
Website: www.thepartnersgroup.com ↗
Phone: 503-241-9550
Address: 11850 Sw 67th Avenue, Portland, OR, 97223

Advisors at this firm

18 in our index · page 1 of 1

Viviana BigolinCRD 6115662 · Portland, OR

IA RegisteredRegistration inactive
Nicole M BrysonCRD 6928565 · Portland, OR

IA RegisteredRegistration inactive
Samuel Joseph DetkeCRD 6605584 · Portland, OR

IA RegisteredRegistration inactive
Karl William HarropCRD 2940640 · Portland, OR

IA RegisteredRegistration inactive
Kyle David HagmeierCRD 7706784 · Portland, OR

IA Registered
Garrett Michael JohnsonCRD 7084220 · Portland, OR

IA Registered
Kristopher Charles MinkCRD 2560213 · Austin, TX

IA RegisteredRegistration inactive
Carrie Thelise MaerzCRD 6025923 · Portland, OR

IA RegisteredRegistration inactive
Robert William NoackCRD 1242704 · Portland, OR

IA RegisteredRegistration inactive
Sheryl Lynn OlsonCRD 2117245 · Portland, OR

IA RegisteredRegistration inactive
Debra Joann PellatiCRD 6221093 · Portland, OR

IA RegisteredRegistration inactive
Stuart Donald RobertsonCRD 6256651 · Portland, OR

IA Registered
Emily Wallace RoselleCRD 5348117 · Portland, OR

IA RegisteredRegistration inactive
Erica C SmileyCRD 6736125 · Portland, OR

IA Registered
Geneva Garcia StegemollerCRD 4214104 · Portland, OR

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Dean WaltersCRD 4230258 · Portland, OR

IA Registered
John Spring WoolleyCRD 2365733 · Portland, OR

IA Registered
Yu WuCRD 7209458 · Portland, OR

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 141153 ↗ FINRA BrokerCheck record for firm CRD 141153 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.