NikSchuurmans- Financial Advisor Lake Oswego, OR

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About Nik Schuurmans

Nik founded Pure Portfolios with a vision to create a new client-centric experience. He believes in raising the standards of professional conduct within financial services. Nik shares his passion for investor rights, higher ethical standards, and financial markets through his weekly blog. Nik has been quoted in Investor's Business Daily, Portland Business Journal, WSJ, ETF.com and Financial Advisor Magazine.

He most recently held the position of Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Nik earned a B.A. in Finance from Washington State University and earned the right to use the CFA designation. Nik has served as an adjunct finance professor at Washington State University Vancouver campus.

He enjoys golfing, coaching, reading and spending time with his wife and three children.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

CRD#

4922113

Firm CRD#

311002

Name of Broker/Dealer

Charles Schwab

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

7685976861

Advisory Services Provided

Financial Planning for Individuals, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Firm Information

Firm's Number of Clients

Assets Managed by Firm

330000000

Advisor's Number of Clients

Assets Managed by Advisor

$270,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Additional Details on Charges

We tie our management fees to client outcomes, discounting our fee rate during down markets.

Education

BA Finance -

Washington State University
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886631/paladinregistry-Pure-Portfolios-detailed-disclosure.html

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Paladin Research Report For:

Nik Schuurmans

Pure Portfolios