James L. Corbeau

SPRINGWATER WEALTH MANAGEMENT

Lake Oswego, OR 97035

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CRD#: 4536673

Professional summary

James Louis Corbeau, CFP®, who also goes by Jim Corbeau, is a registered financial advisor currently at SPRINGWATER WEALTH MANAGEMENT, LLC located in Lake Oswego, Oregon and PARKWOODS WEALTH PARTNERS, LLC .

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. James has worked at 4 firms and has passed the Series 65 exam.

Core Areas of Focus

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jim Corbeau

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 James Louis Corbeau'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

June 4, 2013 - Present

SPRINGWATER WEALTH MANAGEMENT, LLC

Office #1: 5335 Meadows Road Suite 240, Lake Oswego, OR 97035

RIA

CRD#: 167539

Lake Oswego, OR

Current

May 1, 2026 - Present

PARKWOODS WEALTH PARTNERS, LLC

Office #1: Rua Casal Dos Corvos 4, Foz Do Arelho 2500-507

RIA

CRD#: 331565

FOZ DO ARELHO,

Past

April 13, 2009 - February 23, 2011

VISTA PENSION ADVISORS, LLC

RIA

CRD#: 148905

APTOS, CA

Past

May 13, 2002 - March 13, 2002

MAAS CAPITAL ADVISORS, LLC

RIA

CRD#: 119508

APTOS, CA

Past

May 3, 2002 - December 16, 2013

MAAS CAPITAL ADVISORS, LLC

RIA

CRD#: 119508

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".

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 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

California
(6/19/2013)

IAR

Missouri
(5/1/2026)

IAR

Oregon
(6/4/2013)

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: 12/14/2001

Uniform Investment Adviser Law Examination

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

222 South Central Avenue Suite 550, Clayton, MO 63105

Mailing Address

Phone number

(877) 278-2716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 408,594,987

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

James L. Corbeau

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Louis Corbeau's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPRINGWATER WEALTH MANAGEMENT, LLC

PARKWOODS WEALTH PARTNERS, LLC

VISTA PENSION ADVISORS, LLC

MAAS CAPITAL ADVISORS, LLC

MAAS CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

PARKWOODS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2001

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWOODS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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