Tasha I. Mauss

SAMARA CAPITAL

Portland, OR

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CRD#: 5373393

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 Portland, 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.

Mrs. Mauss is a licensed insurance agent. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflicts, Mrs. Mauss, as a fiduciary, will act in the client�??s best interest.

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

RIA

CRD#: 336178

Portland, 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

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

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

CRD#: 7691

PORTLAND, OR

Past

June 4, 2008 - October 13, 2008

MML INVESTORS SERVICES, LLC

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".

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)

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 66

Date: 12/8/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2008

General Securities Representative Examination

Current Firm

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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
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.

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Tasha I. Mauss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha Immacolata Mauss's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH PARTNERS, LTD.

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

SAMARA CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2008

SIE

Date: 3/10/2017

Series 7

Date: 6/2/2008

Current Firm

SAMARA CAPITAL

Contact information

SEC notice filing (9 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

SAMARA CAPITAL

TRUST BUT VERIFY

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