True Path Capital Strategies, LLC
Financial Services
West Linn, Oregon, United States
5 employees
- Employees
- 5
- Contacts
- 3
- Emails
- 3
- Phones
- 1
True Path Capital Strategies, LLC Overview
- Headquarters
- West Linn, Oregon, United States
- Website
- truepathcs.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2016
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About True Path Capital Strategies, LLC
True Path Capital Strategies is a financial and retirement planning company that believes that financial consumers are best served by people that are independent from corporate conflicts and who will provide non-biased financial advice. Led by Founder Joshua W. Tschirgi, CFP®, True Path Capital Strategies serves the individual or couple that is approaching, arriving or has entered retirement. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment adviser. Member FINRA/SIPC. True Path Capital Strategies and IFG are unaffiliated entities. For state licensing information please visit www.truepathcs.com. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
True Path Capital Strategies, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
True Path Capital Strategies, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robb Hatley | Nmls #187666 | Gladstone, Oregon, United States |
Email
|
| Christopher Kozak | Business Development Manager | Vancouver, Washington, United States |
Email
|
| Amy Longeteig | Executive Assistant | Portland, Oregon, United States |
Email
Phone
|
| Karen Perlich | Director of Client Services at True |
View
|
Employees by Management Level
Executive
1 profile
Director
1 profile
Manager
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Executive | 1 | 0 | 1 |