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Ted N. Taplett
STRATEGIC FINANCE
Clackamas, OR 97015
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CRD#: 7824309
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Professional summary
Ted Nathan Taplett is a registered financial advisor currently at STRATEGIC FINANCE INC. located in Clackamas, Oregon.
Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ted 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.
CRS (Client Relationship Summary) - RIA
Click below to view Ted Nathan Taplett'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®
NoneExperience
Current
January 8, 2024 - Present
STRATEGIC FINANCE INC.
Office #1: 9123 Se St. Helens Street Suite #165, Clackamas, OR 97015RIA
CRD#: 328828
Clackamas, 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(1/8/2024)
IAR
Washington(7/31/2025)
Current Firm
SF
STRATEGIC FINANCE INC.
STRATEGIC FINANCE INC.
CRD#: 328828 / SEC#:
Oregon
Registered Investment Advisory firm - (1/8/2024 Approved)Washington
Registered Investment Advisory firm - (7/31/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9123 Se St. Helens Street Suite #165, Clackamas, OR 97015
Mailing Address
Phone number
(503) 451-0227
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 5,900,000 |
Red Flags
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