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Business Description |
"Financial success means more than just great investments. My passion is helping clients find balance, clarity, focus and confidence about their financial lives."
Wayne von Borstel is the President and founder of Oregon Trail Financial Services, Inc. a registered investment advisor company. Since 1985, he?s been helping wealthy families and professionals analyze their financial situation and position their assets to live better, worry less and leave more. Wayne?s firm serves investors throughout the country from locations in Portland, The Dalles and Redmond, Oregon.
Mutual Funds magazine twice named Wayne one of the Top 100 Financial Planning Champions in the U.S. As an independent wealth coach, he specializes in advising affluent individuals and business owners who seek to carefully preserve, prudently grow and efficiently transfer wealth. |
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General Information |
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| Years of Experience in Financial Services: |
22
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Services |
| Investment Types: |
Stocks Mutual Funds, International Investments, Bond Mutual Funds, Real Estate, Alternative Investments, Bonds, Annuities, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
National Association of Insurance & Financial Advisors, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Financial Planner, Chartered Financial Consultant, Series 7, Series 6, Series 63, Chartered Life Underwriter, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Wayne von Borstel |
Frequently Asked Questions |
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