Nelson E. Rutherford

MULTNOMAH GROUP

Portland, OR 97223

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CRD#: 4655868

Professional summary

Nelson Eugene Rutherford, CFP®, who also goes by Eugene Nelson Rutherford, is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Portland, Oregon.

Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Nelson has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eugene Nelson Rutherford

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.

Nelson Rutherford retired as Managing Partner of the CPA firm Alten Sakai & Company LLP, Portland, Oregon on December 31, 2017, and now holds the title "of Counsel" as part of that transition; Mr. Rutherford devotes approx. 40 hours per month on this activity and mainly assists with client consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Eugene Rutherford'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: 2003

Experience

Current

February 4, 2021 - Present

MULTNOMAH GROUP, INC.

Office #1: 10260 Sw Greenburg Road, Suite 300, Portland, OR 97223

RIA

CRD#: 132131

Portland, OR

Past

September 3, 2010 - February 11, 2021

EVERGREEN FINANCIAL ADVISORS, INC.

RIA

CRD#: 154635

PORTLAND, OR

Past

August 12, 2003 - June 15, 2004

WEALTH MANAGEMENT, INC.

RIA

CRD#: 126534

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".

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

Oregon
(2/4/2021)

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

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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Nelson E. Rutherford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Eugene Rutherford's CRS (Customer Relationship Summary).

Certified licenses

Experience

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC.

WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

MULTNOMAH GROUP, INC.

State Registrations and Notice Filings

Exams

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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