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John Spring Woolley

TPG Financial Advisors, LLC

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About John Spring Woolley

John Spring Woolley is a Registered Investment Advisor (RIA) associated with TPG Financial Advisors, LLC. John's office is in PORTLAND, OR and John has been in the industry since 1993. John is also licensed in OR, where John is currently active. John is affiliated with TPG Financial Advisors, LLC since 2016. John has passed both the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. John's specializations include: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Financial Planning, and Educational Seminars.

Firm Information

John Woolley 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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John Woolley’s Registration & Firm History

OR

09/14/2016 - Present

TPG Financial Advisors, LLC (PORTLAND OR)

NA

07/09/1993 - 01/24/1996

CORT MACKENZIE SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Spring Woolley.
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