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SP

Sharon M. Pack

CROWN POINT WEALTH ADVISORS
Hood River, OR 97031
Some features on this profile are disabled
CRD#: 7467068
SP

Professional summary

Sharon Mary Pack, who also goes by Sharon Mary Corsten, is a registered financial advisor currently at CROWN POINT WEALTH ADVISORS located in Hood River, Oregon.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sharon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sharon Mary Corsten

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 Sharon Mary Pack'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

May 16, 2023 - Present

CROWN POINT WEALTH ADVISORS

Office #1: 1313 Belmont Ave., Hood River, OR 97031
RIA
CRD#: 322424
Hood River, 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".
CP
CROWN POINT WEALTH ADVISORS
CPWA LLC | CROWN POINT WEALTH ADVISORS

CRD#: 322424 / SEC#: 801-129946

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
Oregon
Registered Investment Advisory firm - (5/10/2024 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
(5/16/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/4/2023
Uniform Investment Adviser Law Examination

Current Firm

CP
CROWN POINT WEALTH ADVISORS
CPWA LLC | CROWN POINT WEALTH ADVISORS

CRD#: 322424 / SEC#: 801-129946

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
Oregon
Registered Investment Advisory firm - (5/10/2024 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1313 Belmont Ave., Hood River, OR 97031
Mailing Address
Phone number
(541) 386-2792
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20250303 ADV 2A CPWA (3/13/2026)

Regulatory assets under management

Total Number of Accounts1,274
AUM (Assets Under Management)$ 185,534,007

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.

Company Information

CROWN POINT WEALTH ADVISORS

CRD#: 322424Hood River, OR 97031

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