MR
Michael W. Radakovich
CONSOLIDATED PORTFOLIO REVIEW CORP
PORTLAND, OR 97219
Some features on this profile are disabled
CRD#: 1614254
MR
Professional summary
Michael William Radakovich, CFP®, ChFC®, CLU® is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Portland, Oregon and VANDERBILT SECURITIES, LLC located in Portland, Oregon.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Michael has worked at 11 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) FIXED INSURANCE SALES. Not Investment related. Start date: 03/25/1987. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Agent. Duties: Sale of fixed annuities, life insurance. Time spent during regular hours: 5%. 2) SUMMIT ADVISORS LLC. Investment related. Start date: 01/01/2012. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Owner. Duties: owner of Summit advisors NW, fee based financial advisor. Time spent during regular hours: 100%. 3) Harrison Family Trust. Investment related. Start date: 01/01/2017. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Successor trustee. Duties: success trustee to Harrison family trust. Time spent during regular hours: 0%. 4) FLY FISHING CLUB OF OREGON. Not Investment related. Start date: 02/02/2022. Address: PO Box 80279, Portland, OR 97280. Title: President. Duties: President of Fly Fishers Club, oversee direction of Club. Time spent during regular hours: 0% 5) RADAKOVICH FAMILY TRUST. Investment related. Start date: 06/15/2001. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Successor trustee. Duties: Co-success trustee. Time spent during regular hours: 0% 6) Wild Steelhead Properties LLC. Not investment related. Start date: 09/25/2023. Address: 3601 SW Multnomah Blvd, Portland OR, 97219. Title: Member LLC. Duties: My brother Joe and I inherited building where my current office is located, 3601 SW Multnomah Blvd, Portland, OR 97219. The building has a additional address: 7868 SW Capitol Hwy, Portland, OR 97219. Same building two separate addresses and two separate entrances. There is an existing paying tenant at the 7868 SW Capitol Hwy address. I will help managed the maintenance of the building, which includes building insurance, payment of property taxes, and renewal of leases. Time spent during regular hours: 5%.
CRS (Client Relationship Summary) - RIA
Click below to view Michael William Radakovich's 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®
CFP®
Start date: 2005
Experience
Current
October 22, 2020 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 3601 Sw Multnomah Blvd., Portland, OR 97219RIA
CRD#: 112694
PORTLAND, OR
Current
October 22, 2020 - Present
VANDERBILT SECURITIES, LLC
Office #1: 3601 Sw Multnomah Blvd., Portland, OR 97219BD
CRD#: 5953
Portland, OR
Past
April 30, 2012 - October 22, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
PORTLAND, OR
Past
April 30, 2012 - October 22, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
PORTLAND, OR
Past
September 8, 2009 - May 7, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
PORTLAND, OR
Past
July 20, 2007 - December 31, 2012
SUMMIT FINANCIAL
RIA
CRD#: 109280
PORTLAND, OR
Past
October 27, 2005 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
PORTLAND, OR
Past
November 1, 1999 - October 20, 2005
NEW ENGLAND SECURITIES
RIA
CRD#: 615
PORTLAND, OR
Past
June 11, 1998 - October 20, 2005
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
October 5, 1990 - June 5, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
June 29, 1988 - October 9, 1990
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Past
April 13, 1988 - June 20, 1988
OPPENHEIMER & CO. INC.
BD
CRD#: 249
Past
February 26, 1987 - April 13, 1988
FAHNESTOCK INTERNATIONAL INC.
BD
CRD#: 279
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".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/22/2020)
RR
Florida(10/22/2020)
RR
New York(10/22/2020)
RR
Oregon(10/22/2020)
IAR
Oregon(10/22/2020)
RR
Virginia(10/22/2020)
RR
Washington(10/22/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
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.
