Licensing

 

Michael J. Maletteri

PRESIDENT | CEO  
CFP® CLU®, ChFC®, CFBS

Licensed to sell insurance in: OR, WA, PA

Licensed to sell securities in: OR, WA, PA, NJ, NM, VA, ID, MT

 

Nathan Price

FINANCIAL ADVISOR |  INVESTMENT SPECIALIST

Licensed to sell insurance in: OR, WA, FL, UT  

Licensed to sell securities in: OR, WA, CA, AZ, FL, MN, TX, UT

 

Kevin Kirkpatrick

FINANCIAL PLANNER 
LUTCF®

Licensed to sell insurance in: OR, WA, AZ, AK, CA Insurance License #4040050 Domiciled in OR
Licensed to sell securities in: OR, WA, AK, CA

 

Mark Fuchs

FINANCIAL SERVICES REPRESENTATIVE

Licensed to sell insurance in: OR, WA, TX

 

Lucas Flores

FINANCIAL ADVISOR

Licensed to sell insurance in: OR, WA, OH, CA Insurance License #OM97830, Domiciled in OR.
Licensed to sell securities in: OR, TX.

 

Matt Witten

FINANCIAL PLANNER,
CFP®

Licensed to sell insurance in: OR, WA, ID, MT, NC, VA
Licensed to sell securities in: OR

 

Dante Filippini

FINANCIAL SERVICES REPRESENTATIVE

Licensed to sell insurance in: OR, WA, AZ, CO, MS, MT, TX, UT, CA Insurance License #0M66672 Domiciled in OR. 

Office Hours:

Monday-Friday

8:00-5:00pm

Lake Oswego Wealth Strategies

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

T (503) 221-1211

(503) 221-0493

Contact Us

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC. (www.SIPC.org) Supervisory address: 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

 

Lake Oswego Wealth Strategies is licensed to sell insurance in: AK, AZ, CA, CO, FL, HI, IA, ID, MS, MT, NV, OH, OR, PA, TX, UT, WA and securities in AK, AZ, CA, CO, FL, HI, IA, MN, MT, MS, NJ, NM, NV, OR, PA, WA

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CRN202205-264551