John Wyckoff, CFP®
Portland, Oregon, 97204
Member Since 2008
I am a financial planner providing fee-only comprehensive financial planning and investment advice for families and individuals throughout Oregon. My core value is to provide each client with appropriate advice from an independent and objective viewpoint.
New clients come to me when they have a pressing need to understand their choices about major lifetime financial objectives. They may need to understand their plan for retirement, achieve financial independence or exercise stock options. Many need to develop a strategy for diversifying their assets.
My goal is to help my clients make informed financial decisions. I seek to ensure that they understand how the choices they make today influence the options they have tomorrow.
My Location
Background Information
Years of Financial Experience
- 30
Education
- Portland State University (Master\'s - Taxation)
- University of California at Berkeley (Master\'s - Accounting)
- University of California at Berkeley (Bachelors - Sociology)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
- American Institute of CPAs
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4802026
- Securities Registrations: Series 65, Series 63
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: StanCorp Investment Advisers
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Oregon
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Insurance
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Client Investment Services
- Securities, Active Management, REITS, Index Funds, Exchange Traded Funds
Investment Products
- None
Visit Website - http://www.stancorpadvisers.com/
