Broker Check

Jim Strauch, Financial Advisor

5335 Meadows Road Suite 300
Lake Oswego, OR 97035

503-627-0740

The financial future you want

The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Learn about our Products & Services

Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

Learn how I give back

I work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Learn about the Planning Process

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

Learn more

Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Learn more

Money management tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

Learn more

Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

Name
Email
Phone
Question
Thank you!
Oops!