Aim Wealth Advisory Group

Oregon
Registered In
05/04/2015
Incorp. Date

Company Summary

Aim Wealth Advisory Group at 5550 SW Macadam Ave STE 102, Portland, Or 97239 lists Dan Ruediger of Portland, OR and Christian Oelke of Lake Oswego, OR.

Overview

Registered In
Oregon
Incorporation Date
Company Type
Assumed Business Name
Status
Active
Registration Type
Domestic
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People

Dan Ruediger REGISTRANT
5550 SW MACADAM AVE STE 102, PORTLAND, OR 97239
Christian Oelke AUTHORIZED REPRESENTATIVE
5 CENTERPOINTE DR STE 240, LAKE OSWEGO, OR 97035

Map & Locations

5550 SW MACADAM AVE STE 102, PORTLAND, OR 97239 View Map

Financials

Financial Information for Aim Wealth Advisory Group

Form 5500

AIM WEALTH ADVISORY GROUP

5550 S Macadam Ave. Ste. 102, Portland, Or 97239 (503) 595-9020 EIN:93-1266233 Plan Admin:Daniel Ruediger
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAIM WAG 401(K) PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$166,124 / $465,346 2023 AIM WAG 401(K) PLAN - Plan #001 13 / 15 $166,124 / $465,346
2022 Plan NameAIM WAG 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$0 / $166,124 2022 AIM WAG 401(K) PLAN - Plan #001 12 / 13 $0 / $166,124
Benefit & Retirement Plans based on Form 5500.
PPP Loans

AIM WEALTH ADVISORY GROUP

5550 SW Macadam Ave Suite 102, PORTLAND, OR 97239 Franchise:Ameriprise Financial
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$214,322 Forgiven$216,700 LenderHeritage Bank Jobs11 04/27/2020 $214,322 $216,700 Heritage Bank 11
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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