Adam D. Cornwell
NORTH RIDGE
Beaverton, OR 97008
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CRD#: 5205151
Professional summary
Adam David Cornwell, CFA, CFP® is a registered financial advisor currently at NORTH RIDGE located in Beaverton, Oregon.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Adam has worked at 2 firms and has passed the Series 65 exam.
Biography
In the summer, I guide grizzly bear expeditions in Alaska. Safely guiding photographers deep into the Alaskan bush in search of 1,000-pound grizzly bears takes careful planning, behavioral knowledge, and years of experience. Those same traits help me guide clients on their path to financial independence. I'm also an avid hiker, backpacker, kayaker, and all-around outdoor adventurer. Many of my wealth management clients have joined me on once-in-a-lifetime adventures. Will you be one of them?
Question & Answer
What are your service offerings?
Inheritance
Retirement Planning
Education Planning
Estate Planning
Retirement Income Management
Comprehensive Financial Planni...
Social Security Planning
Socially Responsible Investing
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
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.
CRS (Client Relationship Summary) - RIA
Click below to view Adam David Cornwell's 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®
Start date: 2011
Experience
Current
November 24, 2014 - Present
NORTH RIDGE
Office #1: 8285 Sw Nimbus Avenue Suite 155, Beaverton, OR 97008RIA
CRD#: 157516
Beaverton, OR
Past
September 12, 2006 - April 24, 2014
VISTA CAPITAL PARTNERS, INC.
RIA
CRD#: 114913
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".
NORTH RIDGE
NORTH RIDGE | NORTH RIDGE WEALTH ADVISORS, INC.
CRD#: 157516 / SEC#: 801-121589
RIA
Registered Investment Advisory firm - (6/24/2021 Approved)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Washington
Registered Investment Advisory firm - (7/29/2021 Terminated)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(10/27/2022)
IAR
Oregon(11/24/2014)
IAR
Washington(12/19/2014)
Current Firm
NORTH RIDGE
NORTH RIDGE | NORTH RIDGE WEALTH ADVISORS, INC.
CRD#: 157516 / SEC#: 801-121589
RIA
Registered Investment Advisory firm - (6/24/2021 Approved)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Washington
Registered Investment Advisory firm - (7/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8285 Sw Nimbus Avenue Suite 155, Beaverton, OR 97008
Mailing Address
Phone number
(503) 206-8784
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 562 |
| AUM (Assets Under Management) | $ 180,377,613 |
Red Flags
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