Samuel Jeffrey Skreen
Investment Adviser Representative at Newbore Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Jeffrey Skreen is an investment adviser representative with Newbore Wealth Management, Inc. in Gladstone, OR, where they have been registered since 2022. They have worked in the securities industry since 2020 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
- Broker:
3 states and territories
Arizona, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Academy Mortgage CorporationNov 2016 – Oct 2019Wilsonville, OR
- Guild Mortgage CompanyNov 2014 – Nov 2016Wilsonville, OR
- LPL Financial, LLCOct 2019 – no end date reportedGladstone, OR
- Newbore Wealth Management, IncNov 2019 – no end date reportedGladstone, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Newbore Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.01
- First Tier1.00%
- Second Tier0.85%
- Third Tier0.65%
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
Investment planning, financial planning, wealth management, retirement planning, tax planning, college planning, estate planning, 401k and IRA options, and investment portfolio analysis.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Gladstone, OR
- SEC file number:
- 801-121039
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Newbore Wealth Management, Inc.
1 other advisor in the directory
View Newbore Wealth Management, Inc. firm profileSimilar advisors in Gladstone, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Jeffrey Skreen 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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