Benefits BrokerAtlas

Retirement plans in Portland, OR

7 benefits brokers in Portland offering retirement plans. Brokers named on filings for retirement (pension, 401(k) and similar) plans.

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M Holdings Securities INC1125 NW Couch St Ste 900 · Portland, OR 97209 · Health and welfare plans12 plan filings · $123,279 disclosed · median 270 participantsNamed in Form 5500 filingsLeonard Adams Insurance INC5201 SW Westgate Drive, Suite 300 · Portland, OR 97221 · Health and welfare plans10 plan filings · $260,559 disclosed · median 300 participantsNamed in Form 5500 filingsIndependent Retirement Consulting6500 S Macadam Avenue, Suite 100 · Portland, OR 97239 · Retirement plans5 plan filings · $18,850 disclosed · median 229 participantsNamed in Form 5500 filingsCam Group LLC200 SW Market St, Ste 1600 · Portland, OR 97201 · Health and welfare plans3 plan filings · $2,316 disclosed · median 390 participantsNamed in Form 5500 filingsLpl Financial LLCPO Box 711, Attn C5 · Portland, OR 97207 · Retirement plans3 plan filings · $122,636 disclosed · median 139 participantsNamed in Form 5500 filingsWilliam R. Wells Jr.1930 SW River Drive Ste 507 · Portland, OR 97201 · Retirement plans3 plan filings · $31,034 disclosed · median 4 participantsNamed in Form 5500 filingsM Holdings Securities, INC1125 N.w. Couch Street, Suite 900 · Portland, OR 97208 · Retirement plans2 plan filings · $121,317 disclosed · median 24,127 participantsNamed in Form 5500 filings