Smb Financial Services, Inc.

CRD 154216 · Portland, OR · $177.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 154216
SEC number: 801-116704
Firm type: RIA
Assets under management: $177.8M as of Feb 26, 2026
Website: www.youtube.com/channel/UCxcsrxN27Ox869brSK1srzg ↗
Phone: 503-387-3222
Address: 11535 Sw 67th Ave, Portland, OR, 97223

Advisors at this firm

5 in our index · page 1 of 1

James Walter FladCRD 4497980 · Portland, OR

IA Registered
Rian James FladCRD 5460659 · Portland, OR

IA Registered
Jeremiah ForristerCRD 6613019 · Portland, OR

IA Registered
Thomas Edward PeekemaCRD 5637343 · Portland, OR

IA Registered
Timothy Luke PorterCRD 5065974 · 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 154216 ↗ FINRA BrokerCheck record for firm CRD 154216 ↗ 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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.