SD
Samuel J. Detke
TPG FINANCIAL ADVISORS
PORTLAND, OR 97223
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CRD#: 6605584
SD
Professional summary
Samuel Joseph Detke, CFP®, who also goes by Samuel Detke, Sam Joseph Detke, is a registered financial advisor currently at TPG FINANCIAL ADVISORS, LLC located in Portland, Oregon.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Samuel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samuel Detke | Sam Joseph Detke
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) Name of Business: CFP Board; Title: Exam Development; Activities: CFP Volunteer; Start Date: 10/21; Approx. # of hours a month spent on activity: 3; Approx. # of hours spent during trading hours: 3 2) Bradley Angle; Pro-Bono Financial Advisor; Start Date: 10/15/2021; Approx. # of hours a month spent on activity: 10; Approx. # of hours spent during trading hours: 10 3) Business Activity: Finance Committee; Business Entity: Oregon Hillel; Address: Oregon; Duties of Position: Finance Committee; Title: Finance Committee; Start Date: 03/2022; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Joseph Detke'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®
Experience
Current
August 30, 2022 - Present
TPG FINANCIAL ADVISORS, LLC
Office #1: 11850 Sw 67th Avenue Suite 100, Portland, OR 97223RIA
CRD#: 141153
PORTLAND, OR
Past
April 27, 2021 - August 9, 2022
FINANCIAL INVESTMENT TEAM ("FIT")
RIA
CRD#: 145724
PORTLAND, OR
Past
October 19, 2020 - August 8, 2022
PEAK BROKERAGE SERVICES, LLC
BD
CRD#: 157045
PORTLAND, OR
Past
November 7, 2018 - October 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LAKE OSWEGO, OR
Past
November 7, 2018 - October 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LAKE OSWEGO, OR
Past
August 17, 2017 - October 16, 2018
WADDELL & REED
RIA
CRD#: 866
LAKE OSWEGO, OR
Past
May 1, 2017 - October 16, 2018
WADDELL & REED
BD
CRD#: 866
LAKE OSWEGO, 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".
TF
TPG FINANCIAL ADVISORS, LLC
IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC
CRD#: 141153 / SEC#: 801-77417
RIA
Registered Investment Advisory firm - (12/20/2012 Approved)California
Registered Investment Advisory firm - (1/19/2013 Terminated)Oregon
Registered Investment Advisory firm - (12/20/2012 Terminated)Texas
Registered Investment Advisory firm - (12/20/2012 Terminated)Washington
Registered Investment Advisory firm - (2/28/2013 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
Oregon(8/30/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TPG FINANCIAL ADVISORS, LLC
IPA FINANCIAL ADVISORS | TPG FINANCIAL ADVISORS, LLC | IPA FINANCIAL, LLC
CRD#: 141153 / SEC#: 801-77417
RIA
Registered Investment Advisory firm - (12/20/2012 Approved)California
Registered Investment Advisory firm - (1/19/2013 Terminated)Oregon
Registered Investment Advisory firm - (12/20/2012 Terminated)Texas
Registered Investment Advisory firm - (12/20/2012 Terminated)Washington
Registered Investment Advisory firm - (2/28/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11850 Sw 67th Avenue Suite 100, Portland, OR 97223
Mailing Address
Phone number
(503) 241-9550
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,587 |
| AUM (Assets Under Management) | $ 1,964,622,586 |
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.
