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Ruth Louise Zimmerman

Investment adviser representative at Sellwood Investment Partners LLC
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
14 yearsFirm in business

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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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Sellwood Investment Partners LLCJan 2016 to now
  2. Sellwood Consulting LLCFeb 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (OR).

Sellwood Investment Partners LLC

$2.3BAssets managed
72Clients
8Advisers
14 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
6589039
Firm CRD
164696
Advisor's SEC record (opens in a new tab)
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