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Aaron M Buechel

Investment Adviser Representative at Deschutes Investment Consulting, LLC

Portland, ORCRD #5027651Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron M. Buechel is an investment adviser representative with Deschutes Investment Consulting, LLC in Portland, OR, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with Stream Financial Planning. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon.

Office

200 Sw Market Street, Suite 550
Portland, OR 97201

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/19/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 10/5/2005
SIE
Securities Industry Essentials Examination
Passed 10/27/2014
Series 7
General Securities Representative Examination
Passed 3/30/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/27/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Deschutes Investment Consulting, LLCCurrent
6/20/2022 – Portland, OR
Stream Financial Planning
12/5/2018 – 1/23/2019Portland, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Buechel Financial Planning, LLC d/b/a Stream Financial Planning
    Dec 2018 – Apr 2019Portland, OR
  2. Extended Travel / Sabatical
    Oct 2016 – Dec 2018Portland, OR
  3. Deschutes Investment Consulting, LLC
    Sep 2019 – no end date reportedPortland, OR
  4. Extended travel
    Apr 2019 – Sep 2019Portland, OR
  5. Perkins AND Co.
    Feb 2019 – Apr 2019Portland, OR

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Deschutes Investment Consulting, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Workplace retirement solutions, financial planning, wealth management, investment management, portfolio management, retirement strategies, Social Security strategies, estate strategies, charitable giving and legacy planning, education strategies and college planning, risk management, extended care, cash flow analysis, life insurance, debt management, and financial education.

Investment ManagementFinancial PlanningInsuranceCollege PlanningCharitable GivingSocial SecurityWealth ManagementCash Flow PlanningRisk Management
Firm areas of expertise
Retirement Plan ConsultingWealth ManagementInvestment ManagementFinancial PlanningEstate PlanningFiduciary AdvisoryFee-basedCERTIFIED FINANCIAL PLANNERHNW/UHNWDebt ManagementSocial Security Strategies+4 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Portland, OR
SEC file number:
801-72021

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 19, 2026

View full firm profile

Other advisors at Deschutes Investment Consulting, LLC

7 other advisors in the directory

View Deschutes Investment Consulting, LLC firm profile

Similar advisors in Portland, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron M Buechel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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