Lillian M. Widolff

AUXIER ASSET MANAGEMENT

Aurora, OR 97002

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CRD#: 2395068

Professional summary

Lillian Marie Widolff, who also goes by Lillian Marie Freeman, Lullian Marie Freeman, Lillian Marie Walker, is a registered financial advisor currently at AUXIER ASSET MANAGEMENT located in Aurora, Oregon.

Lillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lillian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lillian Marie Freeman | Lullian Marie Freeman | Lillian Marie Walker

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.

AUXIER ASSET MANAGEMENT, LLC, LAKE OSWEGO, OR, INVESTMENT RELATED, START DATE 07/2003, OPERATIONS AND COMPLIANCE MANAGER, CCO, OPERATIONS MANAGEMENT AND MARKETING OF AUXIER FUND, FULL TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lillian Marie Widolff'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

August 24, 2004 - Present

AUXIER ASSET MANAGEMENT

Office #1: 15668 Ne Eilers Road, Aurora, OR 97002

RIA

CRD#: 107980

Aurora, OR

Past

March 28, 2012 - December 31, 2021

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Aurora, OR

Past

May 20, 2004 - December 31, 2011

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

LAKE OSWEGO, OR

Past

March 3, 2003 - June 25, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

PORTLAND, OR

Past

September 1, 1993 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

September 1, 1993 - June 25, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

AUXIER ASSET MANAGEMENT

AUXIER ASSET MANAGEMENT | AUXIER ASSET MANAGEMENT LLC

CRD#: 107980 / SEC#: 801-55757

RIA

Registered Investment Advisory firm - (7/1/1998 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
(8/24/2004)

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: 10/23/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/1993

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: 6/9/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/30/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/17/2002

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/2000

General Securities Principal Examination

Current Firm

AUXIER ASSET MANAGEMENT

AUXIER ASSET MANAGEMENT | AUXIER ASSET MANAGEMENT LLC

CRD#: 107980 / SEC#: 801-55757

RIA

Registered Investment Advisory firm - (7/1/1998 Approved)

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Contact information

Main Address

15668 Ne Eilers Rd, Aurora, OR 97002

Mailing Address

Phone number

(503) 885-8807

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AUXIER ASSET MANAGEMENT LLC (3/11/2025)

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 855,277,871

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/30/2025	Cover Page	Report
04/20/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Lillian M. Widolff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lillian Marie Widolff's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

WESTMINSTER FINANCIAL SECURITIES, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

AUXIER ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2000

Series 63

Date: 8/30/1993

SIE

Date: 10/1/2018

Series 7

Date: 6/9/2000

Series 6

Date: 8/30/1993

Series 53

Date: 10/17/2002

Series 24

Date: 6/23/2000

Current Firm

AUXIER ASSET MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AUXIER ASSET MANAGEMENT

TRUST BUT VERIFY

Contact information

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