Julia P. Tierney

VISTA CAPITAL PARTNERS

Portland, OR 97225

Some features on this profile are disabled

CRD#: 6470516

Professional summary

Julia Patricia Tierney, CFP® is a registered financial advisor currently at VISTA CAPITAL PARTNERS, INC. located in Portland, Oregon.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Julia has worked at 1 firm and has passed the Series 65 exam.

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 Julia Patricia Tierney'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: 2015

Experience

Current

April 27, 2015 - Present

VISTA CAPITAL PARTNERS, INC.

Office #1: 9755 Sw Barnes Road Suite 595, Portland, OR 97225

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".

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA

Registered Investment Advisory firm - (8/31/2001 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
(4/27/2015)

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: 4/27/2015

Uniform Investment Adviser Law Examination

Current Firm

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9755 Sw Barnes Road Suite 595, Portland, OR 97225

Mailing Address

Phone number

(503) 772-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VISTA CAPITAL PARTNERS ADV BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	3,126
AUM (Assets Under Management)	$ 2,718,788,300

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.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julia P. Tierney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Patricia Tierney's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISTA CAPITAL PARTNERS, INC.

Primary Firm SEC Registration

VISTA CAPITAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2015

Current Firm

VISTA CAPITAL PARTNERS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VISTA CAPITAL PARTNERS, INC.

TRUST BUT VERIFY

Similar Advisors