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Geneva Garcia Stegemoller

TPG Financial Advisors, LLC

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About Geneva Garcia Stegemoller

Geneva Garcia Stegemoller is a financial advisor in PORTLAND, OR and has been in the industry for over 19 years. Geneva is registered with TPG Financial Advisors, LLC and previously worked for GENEOS WEALTH MANAGEMENT, INC. and PFS INVESTMENTS INC. Geneva specializes in financial planning, portfolio management for individuals and pooled investment vehicles and pension consulting.

Firm Information

Geneva Stegemoller is currently registered with TPG Financial Advisors, LLC. TPG Financial Advisors, LLC is a registered investment advisor headquartered in Portland, OR. The firm provides financial planning, pension consulting, and educational seminars to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. TPG Financial Advisors manages over $1.65 billion in assets.
TPG Financial Advisors, LLC

11850 SW 67TH AVENUE

PORTLAND, OR 97223

$1.66B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Geneva Stegemoller’s Registration & Firm History

OR

08/05/2019 - Present

TPG Financial Advisors, LLC (PORTLAND OR)

OR

06/03/2013 - 01/31/2019

GENEOS WEALTH MANAGEMENT, INC. (PORTLAND OR)

OR

08/09/2000 - 06/04/2013

PFS INVESTMENTS INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 08/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Geneva Garcia Stegemoller. Review regulatory record here.
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