Powerlist of Financial Planners/Money Managers


Share this article! Financial Planners/Money Managers: Complete the following form in order to update your institution’s information for our Financial Planners/Money Managers list, which is currently published in the Power Book (January issue) of Oregon Business. If you received an email requesting an update, please refer to your institution’s information listed in the email and only … Read more

Financial Planners/Money Managers: Complete the following form in order to update your institution’s information for our Financial Planners/Money Managers list, which is currently published in the Power Book (January issue) of Oregon Business.

  • If you received an email requesting an update, please refer to your institution’s information listed in the email and only enter new data if the previous data is incorrect or no longer current.
  • Otherwise, select “Correct as listed” below. The deadline for submission is in the email.
  • If your firm has not appeared in our list before, please enter new information in all applicable fields.
  • If you have any questions, please email research editor, Kim Moore, or call her at 503.445.8828.

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