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Andrea E. Vedder

IAMBIC FINANCIAL L.L.C
PORTLAND, OR
Some features on this profile are disabled
CRD#: 7668056
AV

Professional summary

Andrea Elizabeth Vedder is a registered financial advisor currently at IAMBIC FINANCIAL L.L.C located in Portland, Oregon.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrea has worked at 3 firms 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 Andrea Elizabeth Vedder'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®
None

Experience

Current

January 9, 2026 - Present

IAMBIC FINANCIAL L.L.C

RIA
CRD#: 338265
PORTLAND, OR
Past

October 25, 2023 - December 17, 2024

TESSARA WEALTH

RIA
CRD#: 283295
Portland, OR
Past

January 4, 2023 - June 2, 2023

SILVER OAK ADVISORY GROUP

RIA
CRD#: 108298
PORTLAND, OR

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
(1/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/27/2021
Uniform Investment Adviser Law Examination

Current Firm

IF
IAMBIC FINANCIAL L.L.C
IAMBIC FINANCIAL L.L.C

CRD#: 338265 / SEC#:

Oregon
Registered Investment Advisory firm - (1/9/2026 Approved)
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Contact information

Main Address
Portland, OR
Mailing Address
1631 Ne Broadway #424, Portland, OR 97232
Phone number
(503) 308-9424
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

IAMBIC FINANCIAL L.L.C

CRD#: 338265Portland, OR

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