Aaron M. Buechel

DESCHUTES INVESTMENT CONSULTING

Portland, OR 97201

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CRD#: 5027651

Professional summary

Aaron M Buechel, CFP® is a registered financial advisor currently at DESCHUTES INVESTMENT CONSULTING, LLC located in Portland, Oregon.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Aaron has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 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 Aaron M Buechel'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: 2009

Experience

Current

June 20, 2022 - Present

DESCHUTES INVESTMENT CONSULTING, LLC

Office #1: 200 Sw Market Street Suite 550, Portland, OR 97201

RIA

CRD#: 155312

Portland, OR

Past

December 5, 2018 - January 23, 2019

STREAM FINANCIAL PLANNING

RIA

CRD#: 293642

PORTLAND, OR

Past

January 4, 2008 - October 27, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ITHACA, NY

Past

November 9, 2006 - January 24, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ITHACA, NY

Past

September 30, 2005 - June 28, 2006

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA

Registered Investment Advisory firm - (1/3/2011 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
(6/20/2022)

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: 11/19/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/27/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/27/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

200 Sw Market Street Suite 550, Portland, OR 97201

Mailing Address

Phone number

(503) 224-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INSTITUTIONS (2/26/2025)

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INDIVIDUALS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 2,474,201,625

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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Aaron M. Buechel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron M Buechel's CRS (Customer Relationship Summary).

Certified licenses

Experience

STREAM FINANCIAL PLANNING

PURSHE KAPLAN STERLING INVESTMENTS

CITIGROUP GLOBAL MARKETS INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

DESCHUTES INVESTMENT CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2007

Series 63

Date: 10/5/2005

SIE

Date: 10/27/2014

Series 7

Date: 3/30/2007

Series 6

Date: 9/27/2005

Current Firm

DESCHUTES INVESTMENT CONSULTING, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESCHUTES INVESTMENT CONSULTING, LLC

TRUST BUT VERIFY

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