Gregory S. Allen
WELLSPRING ADVISORS
HILLSBORO, OR 97124
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CRD#: 4395102
Professional summary
Gregory Scott Allen, CFP®, who also goes by Greg Allen, is a registered financial advisor currently at WELLSPRING ADVISORS, INC. located in Hillsboro, Oregon and APELLA WEALTH located in Lake Oswego, Oregon.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Allen
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) WELLSTONE WEALTH MANAGEMENT LLC
POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2020
ADDRESS: 5800 Meadows Road, Suite 210, Lake Oswego OR 97035, United States
DESCRIPTION: Owner
2) WELLSTONE WEALTH MANAGEMENT, LLC
POSITION: Agent NATURE: Insurance - Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020
ADDRESS: 5800 Meadows Road, Suite 210, Lake Oswego OR 97035, United States
DESCRIPTION: Sales and service of insurance products
3) CHRISTIAN PUBLICATION RESOURCE FOUNDATION
POSITION: Board Member NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018
ADDRESS: 3010 Remington Drive, West Linn OR 97068, United States
DESCRIPTION: Provide support for the Director of the non-profit and assist with overall direction and planning.
4) IMMANUEL'S REFORMED CHURCH
POSITION: Deacon NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018
ADDRESS: 4653 Sunnview Road NE, Salem OR 97305, United States
DESCRIPTION: Participate on the finance committee that has oversight of the church's operating budget; provide practical aid relief to church members; outreach to the local community.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Allen'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: 2006
Experience
Current
February 1, 2021 - Present
WELLSPRING ADVISORS, INC.
Office #1: 4660 Ne Belknap Court Suite 221, Hillsboro, OR 97124RIA
CRD#: 147861
HILLSBORO, OR
Current
August 19, 2025 - Present
APELLA WEALTH
Office #1: 4900 Meadows Road Suite 100, Lake Oswego, OR 97035RIA
CRD#: 171106
Lake Oswego, OR
Past
January 2, 2013 - February 1, 2021
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
LAKE OSWEGO, OR
Past
December 18, 2008 - February 1, 2021
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
LAKE OSWEGO, OR
Past
January 24, 2007 - December 19, 2008
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
LAKE OSWEGO, OR
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".
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 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
Connecticut(8/19/2025)
IAR
Oregon(2/1/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
65 Memorial Drive Suite C340, West Hartford, CT 06107
Mailing Address
Phone number
(860) 785-2260
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
