DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Bend, OR 97703
888-860-0658
We love helping our Clients do better
About Equilus Group, Inc
A team of talented financial professionals, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown Wenatchee, WA, serving the Pacific Northwest.
See Disclosures
General Information
Firm Start Year
2013
CRD#
7834991
Firm CRD#
300142
Insurance License#
9871966
Name of Custodial Firm
SEI Private Trust Co.
States Licensed in
OR, WA
Years of Experience in Financial Services
10
Number of Years with Current Firm
1
Work Experience
Work experience includes: MSFT Business and Finance Manager (~8yrs), Mortgage Originator/Broker (~8yrs), purchased/owned/sold multiple businesses & investment Real Estate, Financial Manager for Trustee/Fiduciary firm (2.5yrs).
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Services
Investment Types
Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Firm Information
Assets Managed by Firm
$75,000,000
Assets Managed by Advisor
$9,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Minimum Fee Charged for Managed Accounts
$1,000
Minimum Fee Charged for Hourly Planning Accounts
$3,000
Education
Bachelors of Science - Accounting
Western Governors University
01/01/2015 -5/31/2017
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892879/financialadvisor-Equilus-Group,-Inc-detailed-disclosure.html