Charles J. Waibel

SELLWOOD INVESTMENT PARTNERS LLC

Portland, OR 97224

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CRD#: 2974431

Professional summary

Charles Joseph Waibel, who also goes by Charlie Waibel, is a registered financial advisor currently at SELLWOOD INVESTMENT PARTNERS LLC located in Portland, Oregon.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Waibel

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Joseph Waibel'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

October 8, 2012 - Present

SELLWOOD INVESTMENT PARTNERS LLC

Office #1: 6650 Sw Redwood Lane Suite 370, Portland, OR 97224

RIA

CRD#: 164696

Portland, OR

Past

April 18, 2001 - November 13, 2012

BADGLEY PHELPS WEALTH MANAGERS

RIA

CRD#: 108392

SEATTLE, 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".

SELLWOOD INVESTMENT PARTNERS LLC

SELLWOOD CONSULTING LLC | SELLWOOD PARTNERS LLC | SELLWOOD INVESTMENT PARTNERS LLC

CRD#: 164696 / SEC#: 801-76867

RIA

Registered Investment Advisory firm - (7/5/2012 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
(10/8/2012)

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: 11/18/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/11/1997

General Securities Representative Examination

Current Firm

SELLWOOD INVESTMENT PARTNERS LLC

SELLWOOD CONSULTING LLC | SELLWOOD PARTNERS LLC | SELLWOOD INVESTMENT PARTNERS LLC

CRD#: 164696 / SEC#: 801-76867

RIA

Registered Investment Advisory firm - (7/5/2012 Approved)

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Contact information

Main Address

6650 Sw Redwood Lane Suite 370, Portland, OR 97224

Mailing Address

Phone number

(503) 596-2880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SELLWOOD INVESTMENT PARTNERS LLC DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 1,959,500,000

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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Charles J. Waibel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Joseph Waibel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SELLWOOD INVESTMENT PARTNERS LLC

BADGLEY PHELPS WEALTH MANAGERS

Primary Firm SEC Registration

SELLWOOD INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/1997

Series 7

Date: 11/11/1997

Current Firm

SELLWOOD INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SELLWOOD INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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