Donald W. Bredehoeft

OPTIMUM CAPITAL STRATEGIES

Beaverton, OR 97005

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CRD#: 4241695

Professional summary

Donald Wayne Bredehoeft, who also goes by Don Wayne Bredehoeft, is a registered financial advisor currently at OPTIMUM CAPITAL STRATEGIES located in Beaverton, Oregon.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Donald has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Wayne Bredehoeft

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 Donald Wayne Bredehoeft'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®

None

Experience

Current

August 27, 2009 - Present

OPTIMUM CAPITAL STRATEGIES

Office #1: 4900 Sw Griffith Drive #105, Beaverton, OR 97005

RIA

CRD#: 148483

Beaverton, OR

Past

June 13, 2006 - August 25, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

PORTLAND, OR

Past

April 22, 2006 - August 25, 2009

TD AMERITRADE, INC.

CRD#: 7870

PORTLAND, OR

Past

May 19, 2005 - December 14, 2005

AMERITRADE ADVISORY SERVICES LLC

RIA

CRD#: 132414

PORTLAND, OR

Past

April 19, 2005 - August 25, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PORTLAND, OR

Past

March 16, 2005 - April 22, 2006

TD AMERITRADE CLEARING, INC.

CRD#: 5633

PORTLAND, OR

Past

October 17, 2000 - November 3, 2004

COLUMBIA FINANCIAL CENTER INCORPORATED

CRD#: 23562

PORTLAND, OR

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
(8/27/2009)

IAR

Texas
(12/5/2023)

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: 3/24/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/28/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/16/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OPTIMUM CAPITAL STRATEGIES

OCS | OPTIMUM CAPITAL STRATEGIES LLC | OPTIMUM CAPITAL STRATEGIES

CRD#: 148483 / SEC#:

Oregon

Registered Investment Advisory firm - (1/6/2009 Approved)

Texas

Registered Investment Advisory firm - (12/5/2023 Conditional Restricted)

Washington

Registered Investment Advisory firm - (1/14/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4900 Sw Griffith Drive #105, Beaverton, OR 97005

Mailing Address

Phone number

(971) 250-0300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 29,220,287

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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Advisor Monitoring

Firm Stability Insights

Donald W. Bredehoeft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Wayne Bredehoeft's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE, INC.

TD AMERITRADE, INC.

AMERITRADE ADVISORY SERVICES LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE CLEARING, INC.

COLUMBIA FINANCIAL CENTER INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2005

Series 63

Date: 10/16/2000

Series 7

Date: 5/28/2002

Series 6

Date: 10/16/2000

Current Firm

OPTIMUM CAPITAL STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPTIMUM CAPITAL STRATEGIES

TRUST BUT VERIFY

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