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Rick A. Schmidt

Confluence Wealth Management Llc

Financial Planner in Portland, OR

Address:
1211 SW 5th Ave, Ste 1160
Portland, OR 97204
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About Rick A. Schmidt

Rick Schmidt is a financial professional at Confluence Wealth Management Llc located in Portland, Oregon. Rick Schmidt holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Rick Schmidt provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Rick Schmidt
1211 SW 5th Ave, Ste 1160
Portland, OR 97204

Phone Number: Click to Show
Website:

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