Todd Frey Bio
Financial Advisor
Managing Director – Investment Officer
Todd brings nearly 30 years of Financial Advisor experience, beginning his career in 1994 and partnering with Wells Fargo Advisors in 2018. His practice focuses on working with high net-worth families and individuals while overseeing their investment portfolios and estate planning. Outside of the office Todd enjoys spending time with his wife Lisa and their four children, salmon fishing, fitness exercise and adventure riding.
Managing Director – Investment Officer
Todd brings nearly 30 years of Financial Advisor experience, beginning his career in 1994 and partnering with Wells Fargo Advisors in 2018. His practice focuses on working with high net-worth families and individuals while overseeing their investment portfolios and estate planning. Outside of the office Todd enjoys spending time with his wife Lisa and their four children, salmon fishing, fitness exercise and adventure riding.
Contact
Overview
Education
Bachelor of Science Mechanical Engineering and Business Administration, Oregon State University
FINRA Registrations
Series 7 – Securities Representative
Series 65 – Investment Advisor Representative Fiduciary
Insurance License – Oregon
Professional Experience
USN Lieutenant, United States Naval Aviator, F/A-18 Hornet, CVN Abraham Lincoln
Commercial Pilot
Community Involvement
Athey Creek Community Church
Young Life Newberg
Fellowship Christian Athletes
CA Insurance License #: OH31604. Resident state: OR
Bachelor of Science Mechanical Engineering and Business Administration, Oregon State University
FINRA Registrations
Series 7 – Securities Representative
Series 65 – Investment Advisor Representative Fiduciary
Insurance License – Oregon
Professional Experience
USN Lieutenant, United States Naval Aviator, F/A-18 Hornet, CVN Abraham Lincoln
Commercial Pilot
Community Involvement
Athey Creek Community Church
Young Life Newberg
Fellowship Christian Athletes
CA Insurance License #: OH31604. Resident state: OR