Timothy Slevin-vegdahl

MULTNOMAH GROUP

PORTLAND, OR 97205

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CRD#: 8195107

Professional summary

Timothy Slevin-vegdahl, who also goes by Timothy Vegdahl, is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Portland, Oregon.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Timothy has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Timothy Vegdahl

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.

Name of business: BizPlannet Business is not investment-related Business is not affiliated with Multnomah Group. Address of business: 17596 Mountain View Rd., Sisters, OR 97759 Nature of business: Technology and project management consulting Position title: Consultant Position description: Consulting on various independent projects for automation, web interface, and data collection. Start date: 11/10/2025 Hours devoted: 0-15 per month Hours during trading hours: 0 Duties: Consulting on and implementing software and related solutions to business problems to increase operational efficiency.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Slevin-vegdahl'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

December 5, 2025 - Present

MULTNOMAH GROUP, INC.

Office #1: 1155 Sw Morrison Street Suite 501, Portland, OR 97205

RIA

CRD#: 132131

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".

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA

Registered Investment Advisory firm - (8/24/2005 Approved)

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
(12/5/2025)

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

Current Firm

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA

Registered Investment Advisory firm - (8/24/2005 Approved)

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Contact information

Main Address

1155 Sw Morrison Street Suite 501, Portland, OR 97205

Mailing Address

Phone number

(503) 772-0159

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PERSONAL ADVISORY SERVICES (3/24/2025)

FORM ADV PART 2A - RETIREMENT PLANS (3/24/2025)

Regulatory assets under management

Total Number of Accounts	361
AUM (Assets Under Management)	$ 2,219,580,596

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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Timothy Slevin-vegdahl

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Slevin-vegdahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

MULTNOMAH GROUP, INC.

Primary Firm SEC Registration

MULTNOMAH GROUP, INC.

State Registrations and Notice Filings

Exams

Current Firm

MULTNOMAH GROUP, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MULTNOMAH GROUP, INC.

TRUST BUT VERIFY

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