Paul William Svendsen
Investment adviser representative at Black Diamond Financial, LLC
24 yearsExperience
1 stateRegistered in
PFSDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Callan Accounting Cpa's & Advisors, LLCJun 2021 to now
- Mountain Top, LLCApr 2021 to now
- Black Diamond Financial, LLCOct 2016 to now
- Axia Valuation LLCJun 2002 to now
- Central Oregon Community CollegeJan 2013 to Apr 2020
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OR).
Black Diamond Financial, LLC
$1.4BAssets managed
361Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5869846
- Firm CRD
- 145108