Scott A. Theodorson

VERGEPOINTE WEALTH MANAGEMENT

Lake Oswego, OR 97035

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CRD#: 2165033

Professional summary

Scott Allan Theodorson, CFP® is a registered financial advisor currently at VERGEPOINTE WEALTH MANAGEMENT, LLC located in Lake Oswego, Oregon.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Scott has worked at 3 firms and has passed the Series 63, SIE and Series 7 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.

INDEPENDENT INSURANCE REPRESENTATIVE; LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES; HOURS VARY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allan Theodorson'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®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

April 22, 2019 - Present

VERGEPOINTE WEALTH MANAGEMENT, LLC

Office #1: 5285 Meadows Road Suite 161, Lake Oswego, OR 97035

RIA

CRD#: 151425

Lake Oswego, OR

Past

October 9, 1991 - March 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Vancouver, WA

Past

September 18, 1991 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 18, 1991 - March 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Vancouver, WA

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".

VERGEPOINTE WEALTH MANAGEMENT, LLC

CRD#: 151425 / SEC#: 801-70579

RIA

Registered Investment Advisory firm - (9/24/2009 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

Oregon
(4/22/2019)

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

Series 63

Date: 9/3/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/1991

General Securities Representative Examination

Current Firm

VERGEPOINTE WEALTH MANAGEMENT, LLC

CRD#: 151425 / SEC#: 801-70579

RIA

Registered Investment Advisory firm - (9/24/2009 Approved)

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Contact information

Main Address

5285 Meadows Road Suite 161, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 684-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERGEPOINTE WEALTH MANAGEMENT, ADV PART 2A (8/19/2025)

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 259,912,303

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.

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Scott A. Theodorson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allan Theodorson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERGEPOINTE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERGEPOINTE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/1991

SIE

Date: 10/1/2018

Series 7

Date: 9/16/1991

Current Firm

VERGEPOINTE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERGEPOINTE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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