Associate Wealth Planner
Current
Aug 2022 - Present
AeroLeads people directory · profile
Sam Detke, Cfp® Email & Phone Number
Associate Wealth Planner at The Partners Group
at
The Partners Group
1 work email found
@fi-team.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Planner at The Partners Group
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Sam Detke, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Detke, Cfp® is listed as Associate Wealth Planner at The Partners Group at The Partners Group, a company with 158 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fi-team.com and a matched LinkedIn profile for Sam Detke, Cfp®.
Sam Detke, Cfp® previously worked as Associate Wealth Planner at The Partners Group and Investment Advisor Representative at Financial Investment Team. Sam Detke, Cfp® holds Bachelor Of Science (B.S.), Economics, Minor: Business Administration And Computer Information Technology from University Of Oregon.
Company email context
Email format at The Partners Group
This section adds company-level context without repeating Sam Detke, Cfp®'s masked contact details.
*@fi-team.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sam Detke, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sam Detke, Cfp®
Sam Detke, Cfp® is a Associate Wealth Planner at The Partners Group at The Partners Group. He possess expertise in leadership, powerpoint, social media, salesforce.com, event planning and 19 more skills.
Listed skills include Leadership, Powerpoint, Social Media, Salesforce.Com, and 20 others.
Current workplace
Sam Detke, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
The Partners Group
8 roles
Sam Detke, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
Oct 2020 - Aug 2022
Assistant Vice President - Financial Solutions Advisor
Nov 2018 - Oct 2020
Financial Advisor
I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
Aug 2017 - Oct 2018
Economic Peer Advisor
Oct 2016 - Aug 2017
Ssil Consultant
Jul 2016 - Aug 2016
Intern To Independent Financial Advisor
-Attend financial planning classes lead by multiple advisors to learn about stocks and bonds, investment strategies, taxes, and other financial planning topics-Shadow current advisors learning the day to day activities of a financial advisor
Jan 2016 - Mar 2016
Business Development And Funding Intern
-Researched partnerships with businesses for Large in kind donation, volunteer, or other business supported funding-Began out reach, develop relationships, enter all information into database
Jun 2015 - Jul 2015
Team & coworkers
Colleagues at The Partners Group
Other employees you can reach at tpgrp.com. View company contacts for 158 employees →
KB
Ken Borst
Colleague at The Partners Group
Greater Seattle Area, United States
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LF
Liz Farruggia
Colleague at The Partners Group
Bend, Oregon, United States, United States
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DP
Debra Pellati
Colleague at The Partners Group
Vancouver, Washington, United States, United States
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CE
Case Escher
Colleague at The Partners Group
Portland, Oregon, United States, United States
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KM
Kian Mitchell
Colleague at The Partners Group
Portland, Oregon, United States, United States
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MC
Morgan Correa
Colleague at The Partners Group
United States, United States
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SR
Shelly Reiten
Colleague at The Partners Group
Puyallup, Washington, United States, United States
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SH
Sara Huynh
Colleague at The Partners Group
Portland, Oregon, United States, United States
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TR
Tim Rasch
Colleague at The Partners Group
Oregon City, Oregon, United States, United States
View →
KC
Kerry Conroy
Colleague at The Partners Group
White Salmon, Washington, United States, United States
View →
Ken Borst
Colleague at The Partners Group
Greater Seattle Area, United States
View →
LF
Liz Farruggia
Colleague at The Partners Group
Bend, Oregon, United States, United States
View →
DP
Debra Pellati
Colleague at The Partners Group
Vancouver, Washington, United States, United States
View →
CE
Case Escher
Colleague at The Partners Group
Portland, Oregon, United States, United States
View →
KM
Kian Mitchell
Colleague at The Partners Group
Portland, Oregon, United States, United States
View →
MC
Morgan Correa
Colleague at The Partners Group
United States, United States
View →
SR
Shelly Reiten
Colleague at The Partners Group
Puyallup, Washington, United States, United States
View →
SH
Sara Huynh
Colleague at The Partners Group
Portland, Oregon, United States, United States
View →
TR
Tim Rasch
Colleague at The Partners Group
Oregon City, Oregon, United States, United States
View →
KC
Kerry Conroy
Colleague at The Partners Group
White Salmon, Washington, United States, United States
View →
1 education record
Sam Detke, Cfp® education
FAQ
Frequently asked questions about Sam Detke, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sam Detke, Cfp® work for?
Sam Detke, Cfp® works for The Partners Group.
What is Sam Detke, Cfp®'s role at The Partners Group?
Sam Detke, Cfp® is listed as Associate Wealth Planner at The Partners Group at The Partners Group.
What is Sam Detke, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fi-team.com for Sam Detke, Cfp® at The Partners Group.
Where is Sam Detke, Cfp® based?
Sam Detke, Cfp® is based in Portland, Oregon Metropolitan Area, United States while working with The Partners Group.
What companies has Sam Detke, Cfp® worked for?
Sam Detke, Cfp® has worked for The Partners Group, Financial Investment Team, Bank Of America Merrill Lynch, Waddell & Reed, and University Of Oregon.
Who are Sam Detke, Cfp®'s colleagues at The Partners Group?
Sam Detke, Cfp®'s colleagues at The Partners Group include Ken Borst, Liz Farruggia, Debra Pellati, Case Escher, and Kian Mitchell.
How can I contact Sam Detke, Cfp®?
You can use AeroLeads to view verified contact signals for Sam Detke, Cfp® at The Partners Group, including work email, phone, and LinkedIn data when available.
What schools did Sam Detke, Cfp® attend?
Sam Detke, Cfp® holds Bachelor Of Science (B.S.), Economics, Minor: Business Administration And Computer Information Technology from University Of Oregon.
What skills is Sam Detke, Cfp® known for?
Sam Detke, Cfp® is listed with skills including Leadership, Powerpoint, Social Media, Salesforce.Com, Event Planning, Investments, Finance, and Html.
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