# Oregon Financial Products & Services, LLC

> Oregon Financial Products & Services, LLC is a state-registered investment advisory firm in Portland, OR, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 1, 2025.

- CRD: 155852
- Filed as: OREGON FINANCIAL PRODUCTS & SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: August 1, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155852
- AdvisorCensus page: https://advisorcensus.com/firm/oregon-financial-products-and-services-llc-portland-or-155852

## Quick answers

**How is Oregon Financial Products & Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oregon Financial Products & Services, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Oregon Financial Products & Services, LLC located?**
Oregon Financial Products & Services, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Oregon Financial Products & Services, LLC registered with the SEC or a state?**
Oregon Financial Products & Services, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 155852.

**How much does Oregon Financial Products & Services, LLC manage?**
Oregon Financial Products & Services, LLC reports $14,223,170 in regulatory assets under management in its Form ADV filing dated August 1, 2025 (100% discretionary).

**What types of clients does Oregon Financial Products & Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75).

**Does Oregon Financial Products & Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155852

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $14,223,170
- Discretionary: $14,223,170
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $14,223,170 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Market timing services

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oregon Financial Products & Services, LLC (CRD 155852): Form ADV filing data as of October 2026.