Tyson Deering & Wilson | Expert Financial Strategies

Get In Touch

Phone: (971) 357-1646

Fax: (971) 357-1759

Joe's Email: joe@tdandwilson.com

Bryson's Email: bryson@tdandwilson.com

Address: 9900 SW Greenburg Rd. Suite 210 Tigard, OR 97223

Joseph W. Wilson

CFP®

As a CERTIFIED FINANCIAL PLANNER™ certificant and principal owner of Tyson Deering Wilson, Joe works with individuals on retirement planning and to help them manage their investment and insurance strategies. He also works with businesses to help them establish & manage qualified retirement programs in order to help their employees save for retirement.

Joe earned his BBA in Finance from the University of Iowa and has more than 15 years of experience in the financial services industry. His industry qualifications include CFP®, professional designations, Series 4, 7, 24, 63 and 65 securities registrations, and life, disability and long term care insurance licenses.

Joe has 2 children, CJ & Miles and spends his free time skiing, scuba diving and exploring the Pacific Northwest.

Degrees/Designations/Licenses:

BBA in Finance - University of Iowa
CERTIFIED FINANCIAL PLANNER™ certificant
Life/Health insurance licenses
Series 4 - FINRA registered options principal
Series 7 - FINRA general securities license
Series 24 - FINRA general securities principal
Series 63 - NASAA uniform securities state law exam
Series 65 - NASAA uniform investment advisor law exam
Investment Adviser Representative for the states of Oregon and Washington state

Phone

(971) 357-1646

Fax

(971) 357-1759

E-mail

joe@tdandwilson.com

Contact Us

Phone: (971) 357-1646

Fax: (971) 357-1759

Joe's Email: joe@tdandwilson.com

Bryson's Email: bryson@tdandwilson.com

Address: 9900 SW Greenburg Rd. Suite 210 Tigard, OR 97223

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States where we are registered to offer securities services:

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, ME, MN, MT, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WI

Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Tyson Deering Wilson are not affiliated.

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