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Location:
Portland, OR
Office Locator
Listen to The Mutual Fund Show every Saturday at 9 a.m. on KEX 1190 AM!
LOCATION INFO
9734 SW Nimbus Avenue
Beaverton, OR 97008
Phone: (503) 718-6118
Toll Free: (800) 405-8773
Fax: (503) 718-6119
ABOUT THIS LOCATION
The Mutual Fund Store in Portland serves the areas of Portland, Beaverton and Salem. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.
Kerry Poulson
CMFC®
Senior Investment Advisor
Joined The Mutual Fund Store in 2006. Previously managed his own practice for 10 years, performing all aspects of financial planning.
B.S. in Financial and Estate Planning from Brigham Young University
Born and raised in Aberdeen, Idaho.
Married to Lori. They have four children.
Enjoys spending time with family, eating out, watching movies and baseball.
Eric Peterson
CFP®
Senior Investment Advisor
Joined The Mutual Fund Store in 2007. Began his career in the financial services industry in 1982.
Successfully completed the Series 6, 7, 63 and 66 licenses administered by FINRA.
Earned the distinction of CERTIFIED FINANCIAL PLANNER (CFP®).
Bachelor’s degree from Brigham Young University.
A former tennis professional.
Enjoys golf, tennis, camping, hiking and fishing.
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