Cross Financial Advisors

CRD 287686 · Beaverton, OR · $481.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 287686
SEC number: 801-110589
Firm type: RIA
Assets under management: $481.8M as of Mar 20, 2026
Website: www.crossfinancialmgmt.com ↗
Phone: (503) 430-0563
Address: 16100 Nw Cornell Road #240, Beaverton, OR, 97006

Advisors at this firm

10 in our index · page 1 of 1

Kari Anne BilletteCRD 7278841 · Newberg, OR

IA RegisteredBroker
Brian Matthew ClarkCRD 3051523 · Beaverton, OR

IA RegisteredBroker
Matthew Joseph ContiCRD 3004214 · Beaverton, OR

IA RegisteredBroker

Disclosure event(s) on record
Cameron Lynn JensenCRD 4189566 · Fulshear, TX

IA RegisteredBroker
Corey Scott LevineCRD 1878968 · Beaverton, OR

IA RegisteredBroker

Disclosure event(s) on record
Jerald Davin LydaCRD 5109451 · Beaverton, OR

IA RegisteredBroker
Thomas Byrnes OuimetteCRD 2009940 · Beaverton, OR

IA RegisteredBroker
Ankit PalanCRD 6508933 · Beaverton, OR

IA RegisteredBroker
Jay S. TorgersonCRD 4275993 · Beaverton, OR

IA RegisteredBroker
Mathew Dean WhiteakerCRD 3260502 · Beaverton, OR

IA RegisteredBroker

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.

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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.