Sheree Demers Arntson
Investment Adviser Representative at Allium Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sheree Demers Arntson is an investment adviser representative with Allium Financial Advisors, LLC in Lake Oswego, OR, where they have been registered since 2017. They have worked in the securities industry since 1999 and have been registered with 3 firms, including TRU Independence Asset Management, LLC and Arnerich Massena, Inc. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California, Oregon, and Washington.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, 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.
- TRU Independence Asset Management, LLCOct 2016 – Apr 2017Portland, OR
- Allium Financial Advisors, LLCMay 2017 – no end date reportedPortland, OR
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Allium Financial Advisors, 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
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $2,000,0001.00%
- Next $3,000,0000.85%
- Assets over $5,000,0000.65%
- Portfolios over $25,000,0000.60%
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
Comprehensive financial life management services including investments, legal, tax, and trustee services; personalized portfolios with stock and bond funds as well as alternative investments; described as a Family Office.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lake Oswego, OR
- SEC file number:
- 801-110536
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at Allium Financial Advisors, LLC
6 other advisors in the directory
Similar advisors in Lake Oswego, 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. Sheree Demers Arntson 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.
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