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Tasha I. Mauss

SAMARA CAPITAL
BEAVERTON, OR 97008
Some features on this profile are disabled
CRD#: 5373393
TM

Professional summary

Tasha Immacolata Mauss, who also goes by Tasha Mauss, Tasha Immacolata Winkler, Tasha Winkler, Tasha Immacolata Winkler-mauss, Tasha Winkler-mauss, is a registered financial advisor currently at SAMARA CAPITAL located in Beaverton, Oregon.

Tasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Tasha has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tasha Mauss | Tasha Immacolata Winkler | Tasha Winkler | Tasha Immacolata Winkler-Mauss | Tasha Winkler-Mauss

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 Tasha Immacolata Mauss'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

July 25, 2025 - Present

SAMARA CAPITAL

Office #1: 8625 Sw Southwest Cascade Ave Suite 506, Beaverton, OR 97008
RIA
CRD#: 336178
BEAVERTON, OR
Past

May 16, 2021 - July 21, 2025

STRATEGIC WEALTH PARTNERS, LTD.

RIA
CRD#: 148586
Lake Oswego, OR
Past

February 14, 2017 - June 1, 2021

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA
CRD#: 168256
PORTLAND, OR
Past

August 20, 2012 - March 10, 2017

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
PORTLAND, OR
Past

August 20, 2012 - March 10, 2017

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
PORTLAND, OR
Past

May 9, 2011 - August 8, 2012

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
TROUTDALE, OR
Past

August 17, 2009 - May 6, 2011

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
TROUTDALE, OR
Past

August 17, 2009 - August 8, 2012

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
TROUTDALE, OR
Past

December 10, 2008 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PORTLAND, OR
Past

October 8, 2008 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PORTLAND, OR
Past

June 4, 2008 - October 13, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
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".
SC
SAMARA CAPITAL
SAMARA CAPITAL | SAMARA INVESTMENT MANAGEMENT, LLC

CRD#: 336178 / SEC#: 801-132735

RIA
Registered Investment Advisory firm - (5/7/2025 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
(7/25/2025)
IAR
Texas
(7/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2008
General Securities Representative Examination

Current Firm

SC
SAMARA CAPITAL
SAMARA CAPITAL | SAMARA INVESTMENT MANAGEMENT, LLC

CRD#: 336178 / SEC#: 801-132735

RIA
Registered Investment Advisory firm - (5/7/2025 Approved)
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Contact information

Main Address
8625 Sw Southwest Cascade Ave Suite 506, Beaverton, OR 97008
Mailing Address
Phone number
(888) 397-8331
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts94
AUM (Assets Under Management)$ 114,194,710

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.

Company Information

SAMARA CAPITAL

CRD#: 336178Beaverton, OR 97008

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