Joseph E. Fleischmann

MULTNOMAH GROUP

Bellingham, WA

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CRD#: 4431928

Professional summary

Joseph Edward Fleischmann JR., AIF®, who also goes by Joe Fleischmann Jr, Joseph Edward Fleischmann, Jr., is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Bellingham, Washington.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Joseph 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

Joe Fleischmann Jr | Joseph Edward Fleischmann, Jr.

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. Pacific Retirement Partners, LLC; Co-owner of securities company; as of 04/2014, 100% of time spent during business hours, conducted at branch; investment related. 2. Fixed insurance sales; as of 01/01/2022; 10% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Fleischmann JR.'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®

CRD#: 103717

PORTLAND, OR

Past

October 15, 2001 - January 18, 2005

COLUMBIA FINANCIAL CENTER INCORPORATED

CRD#: 23562

PORTLAND, 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".

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA

Registered Investment Advisory firm - (8/24/2005 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

Washington
(10/25/2022)

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: 5/16/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/24/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/13/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA

Registered Investment Advisory firm - (8/24/2005 Approved)

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Contact information

Main Address

1155 Sw Morrison Street Suite 501, Portland, OR 97205

Mailing Address

Phone number

(503) 772-0159

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

FORM ADV PART 2A - PERSONAL ADVISORY SERVICES (3/24/2025)

FORM ADV PART 2A - RETIREMENT PLANS (3/24/2025)

Regulatory assets under management

Total Number of Accounts	361
AUM (Assets Under Management)	$ 2,219,580,596

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

Joseph E. Fleischmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Fleischmann JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

ETESIAN WEALTH ADVISORS, INC.

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

COLUMBIA FINANCIAL CENTER INCORPORATED

Primary Firm SEC Registration

MULTNOMAH GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2007

Series 63

Date: 10/13/2001

Series 7

Date: 9/24/2002

Series 6

Date: 10/13/2001

Current Firm

MULTNOMAH GROUP, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MULTNOMAH GROUP, INC.

TRUST BUT VERIFY

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