Isaac E. Presley

CORDANT WEALTH PARTNERS

PORTLAND, OR 97210

Some features on this profile are disabled

CRD#: 4520604

Professional summary

Isaac Eugene Presley is a registered financial advisor currently at CORDANT WEALTH PARTNERS located in Portland, Oregon.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Isaac has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Isaac Eugene Presley'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

November 2, 2011 - Present

CORDANT WEALTH PARTNERS

Office #1: 2175 Nw Raleigh St. Suite 110, Portland, OR 97210

RIA

CRD#: 152395

PORTLAND, OR

Past

July 3, 2002 - August 28, 2002

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 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

Arizona
(3/11/2024)

IAR

California
(12/13/2016)

IAR

Oregon
(11/2/2011)

IAR

Texas
(12/13/2016)

IAR

Washington
(12/13/2016)

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

Series 63

Date: 7/9/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/2/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2175 Nw Raleigh St. Suite 110, Portland, OR 97210

Mailing Address

Phone number

(503) 621-9207

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDANT COMBINED FORM CRS AND FIRM BROCHURE (09.10.2025) (9/10/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 337,694,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2024	Cover Page	Report
10/10/2023	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.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Isaac E. Presley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Eugene Presley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORDANT WEALTH PARTNERS

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CORDANT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/2002

Series 6

Date: 7/2/2002

Current Firm

CORDANT WEALTH PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORDANT WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors