Micah E. Dorr

INMAN FINANCIAL SERVICES

PORTLAND, OR 97223

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CRD#: 7043595

Professional summary

Micah Everett Dorr, CFP® is a registered financial advisor currently at INMAN FINANCIAL SERVICES, INC. located in Portland, Oregon.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Micah 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 Micah Everett Dorr'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: 2019

Experience

Current

January 2, 2019 - Present

INMAN FINANCIAL SERVICES, INC.

Office #1: 12703 Sw 67th Avenue, Portland, OR 97223

RIA

CRD#: 297414

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".

INMAN FINANCIAL SERVICES, INC.

INMAN FINANCIAL SERVICES | INMAN FINANCIAL SERVICES, INC.

CRD#: 297414 / SEC#: 801-120660

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Oregon

Registered Investment Advisory firm - (4/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (5/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(1/2/2019)

IAR

Texas
(12/7/2023)

IAR

Washington
(5/1/2019)

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: 6/7/2018

Uniform Investment Adviser Law Examination

Current Firm

INMAN FINANCIAL SERVICES, INC.

INMAN FINANCIAL SERVICES | INMAN FINANCIAL SERVICES, INC.

CRD#: 297414 / SEC#: 801-120660

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Oregon

Registered Investment Advisory firm - (4/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (5/12/2021 Terminated)

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Contact information

Main Address

12703 Sw 67th Avenue, Portland, OR 97223

Mailing Address

Phone number

(503) 906-2650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-INMAN FINANCIAL SERVICES, INC. (2/9/2026)

Regulatory assets under management

Total Number of Accounts	625
AUM (Assets Under Management)	$ 197,453,684

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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Micah E. Dorr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah Everett Dorr's CRS (Customer Relationship Summary).

Certified licenses

Experience

INMAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

INMAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2018

Current Firm

INMAN FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INMAN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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