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MW

Micah J. Weiss

TANDEM FINANCIAL PLANNING LLC
SPRINGFIELD, OR
Some features on this profile are disabled
CRD#: 8031296
MW

Professional summary

Micah Jacob Weiss, who also goes by Micah Weiss, is a registered financial advisor currently at TANDEM FINANCIAL PLANNING LLC located in Springfield, Oregon.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Micah has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Micah Weiss

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 name of the other business; Fall Creek Farm and Nursery Inc. whether the business is investment-related; Not Investment Related the address of the other business; 39318 Jasper-Lowell Road Lowell, Oregon 97452 the nature of the other business; Farm and Nursery title, or relationship with the other business; your position; Area Manager the start date of your relationship; 08/2017 the approximate number of hours/month you devote to the other business; 172 per month the number of hours you devote to the other business during securities trading hours; 146 per month and briefly describe your duties relating to the other business; Area Manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah Jacob Weiss'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

May 16, 2025 - Present

TANDEM FINANCIAL PLANNING LLC

RIA
CRD#: 334576
SPRINGFIELD, 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
(5/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/9/2024
Uniform Investment Adviser Law Examination

Current Firm

TF
TANDEM FINANCIAL PLANNING LLC
TANDEM FINANCIAL PLANNING LLC

CRD#: 334576 / SEC#:

Oregon
Registered Investment Advisory firm - (5/16/2025 Approved)
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Contact information

Main Address
Springfield, OR
Mailing Address
Phone number
(321) 439-5573
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

TANDEM FINANCIAL PLANNING LLC

CRD#: 334576Springfield, OR

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