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Thomas Daniels

Oswego Crest Financial Group, LLC

5000 Meadows Road

Lake Oswego, OR 97035
(503) 4965400

Planning for the Seasons of Life

About Oswego Crest Financial Group, LLC

Oswego Crest Financial Group, LLC is an independent firm offering access to financial planning services and investment mangement. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by many of the conflicting interests of traditional wall street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.

General Information

Firm Start Year

2005

No.of Employees

2-4

CRD#

4161304

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

Years of Experience in Financial Services

19

Number of Years with Current Firm

13

Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 63

Firm Information

Firm's Number of Clients

442

Firm's Number of Planning Clients

245

Firm's Number of Managed Clients

282

Assets Managed by Firm

$125,000,000

Education

Bachelors of Science in Finance - Business

Oregon State University
1982 - 1986

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, IA, ID, NM, NV, OH, OK, OR, PA, TN, TX, UT, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html