Alexander O. Krider
AVIER WEALTH ADVISORS
West Linn, OR
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CRD#: 5627189
Professional summary
Alexander Ostergard Krider, CFP®, who also goes by Alex Krider, Alexander O. Krider, is a registered financial advisor currently at AVIER WEALTH ADVISORS located in West Linn, Oregon.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alexander has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Alex’s top priority is to listen and understand you and your objectives to help you achieve the plan and future you’ve envisioned. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes a holistic approach encompassing investments, estate and tax planning, and insurance to develop and implement customized solutions. He brings more than ten years’ experience advising high net-worth executives, families, and retirees to the table.
A little about Alex:
He’s fluent in German (He received his MBA in Germany) and speaks just enough Russian to be dangerous
He lives in Stafford, Oregon—a rural pocket between Lake Oswego and West Linn—with his wife, Katy, and their two boys, Max and Will, as well as horses, chickens, rabbits, and their black lab, Oscar
When the weather in the Pacific Northwest turns cold and rainy, he loves spending time with the family on the slopes of Mt. Hood
Since 2017, he has served as president of the board of the non-profit organization Birch Community Services (BCS), which provides food and financial education to more than 500 financially struggling families in Oregon and Washington State.
Schedule a 15-minute call with Alex
Education
Emory University, Bachelor of Arts in History
University of Münster, Executive MBA in Marketing
Boston University, Metropolitan College, Certificate in Financial Planning
Question & Answer
What are your service offerings?
Business Succession Planning
Tax Planning
Insurance Planning
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Estate Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Alex Krider | Alexander O. Krider
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.
1) INTERNET PUBLISHING SERVICES | INVESTMENT RELATED: NO | DBA NAME: KRIDER PUBLISHING SERVICES | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 19835 S. SWEETBRIAR RD, WEST LINN, OR 97068 | START DATE: 10/1/2003 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: 100% OWNER OF INTERNET-BASED PUBLISHING SERVICES COMPANY THAT PROVIDES EDITING TO ACADEMIC BOOK & JOURNAL PUBLISHING.
2) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: BIRCH COMMUNITY SERVICES | POSITION HELD: BOARD MEMBER | ADDRESS: 17780 NE RAPHAEL ST, PORTLAND, OR 967230 | START DATE: 11/1/2015 | NATURE OF ACTIVITY:CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COMMUNITY NON-PROFIT BOARD MEMBER/PRESIDENT THAT HELPS TO FACILITATE BUILDING HEALTHILY FAMILIES THROUGH FINANCIAL STABILITY.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Ostergard Krider'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: 2012
Experience
Current
January 10, 2019 - Present
AVIER WEALTH ADVISORS
RIA
CRD#: 161077
West Linn, OR
Past
October 4, 2018 - November 13, 2018
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
Past
March 13, 2009 - October 10, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WEST LINN, OR
Past
February 13, 2009 - October 10, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WEST LINN, 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".
AVIER WEALTH ADVISORS
AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC
CRD#: 161077 / SEC#: 801-73301
RIA
Registered Investment Advisory firm - (3/14/2012 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(1/10/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AVIER WEALTH ADVISORS
AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC
CRD#: 161077 / SEC#: 801-73301
RIA
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Contact information
Main Address
10655 Ne 4th Street Suite 500, Bellevue, WA 98004
Mailing Address
Phone number
(425) 467-1011
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,477 |
| AUM (Assets Under Management) | $ 964,391,865 |
Red Flags
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