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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edward Fleischmann is a Registered Investment Advisor with Multnomah Group, Inc. Joseph is based in Bellingham, WA, and is a Registered Investment Advisor in Washington. Joseph has been in the industry since at least 2001. Joseph has experience with the following client types: corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Multnomah Group, Inc. has been a Registered Investment Advisor since at least 2005. Multnomah Group, Inc. is based in Portland, OR and is a Registered Investment Advisor in Oregon and Washington. The firm's main office address is 1155 SW Morrison Street, Suite 501, Portland, OR 97205. Multnomah Group, Inc. manages approximately $1,305,357,629 in discretionary assets and has approximately 315 discretionary accounts. The firm serves 141 clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
10/25/2022 - Present
Multnomah Group, Inc. (Bellingham WA)
OR
11/30/2006 - 10/01/2010
NRP FINANCIAL, INC. (PORTLAND OR)
OR
10/15/2001 - 01/18/2005
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
IA
Issued 05/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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