Joseph E. Opsahl

DEFINED WEALTH MANAGEMENT

BEAVERTON, OR 97008

Some features on this profile are disabled

CRD#: 1257252

Professional summary

Joseph Edward Opsahl, who also goes by Joe Opsahl, is a registered financial advisor currently at DEFINED WEALTH MANAGEMENT, LLC located in Beaverton, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Joseph has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Opsahl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE AGENT; INVESTMENT RELATED; 8625 SW CASCADE AVE, SUITE 410 PORTLAND, OR 97008. SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS; HOURS AS NEEDED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Opsahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2020 - Present

DEFINED WEALTH MANAGEMENT, LLC

Office #1: 8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

RIA

CRD#: 306779

BEAVERTON, OR

Past

January 24, 2014 - April 1, 2020

TRUE PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 164947

PORTLAND, OR

Past

October 25, 2013 - December 31, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Beaverton, OR

Past

September 12, 2009 - October 29, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Past

September 11, 2009 - October 29, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORTLAND, OR

Past

June 1, 2009 - September 28, 2009

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 1, 2009 - September 28, 2009

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

April 15, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PORTLAND, OR

Past

March 10, 1988 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PORTLAND, OR

Past

April 18, 1984 - March 29, 1988

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEFINED WEALTH MANAGEMENT, LLC

CRD#: 306779 / SEC#: 801-117859

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/3/2020)

IAR

Colorado
(10/14/2022)

IAR

Oregon
(2/12/2020)

IAR

Texas
(11/3/2020)

IAR

Washington
(11/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/12/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Current Firm

DEFINED WEALTH MANAGEMENT, LLC

CRD#: 306779 / SEC#: 801-117859

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008

Mailing Address

Phone number

(503) 444-7895

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEFINED WEALTH MANAGEMENT DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 220,199,080

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph E. Opsahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Opsahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

DEFINED WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/1995

Series 63

Date: 4/25/1984

SIE

Date: 10/1/2018

Series 3

Date: 7/12/1984

Series 7

Date: 4/14/1984

Current Firm

DEFINED WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEFINED WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors