Mork Wealth Management
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Let's move forward. Together.

Robert L. Mork

Senior Vice President–Wealth Management

Financial Advisor

  • Senior Vice President - Wealth Management
  • Senior Portfolio Manager - PMP
  • Wealth Advisor

Licenses:

  • Series 7, Series 63, Series 65, Insurance and Annuities; registered in various states

Education

  • Bachelor of Science, 1982, Portland State University

Professional/Community

  • Past Member - Providence Hospital, Cancer Research Center Committee
  • Bridlemile Foundation board member 1993-2000
  • Central City Concern - Former Development board member
  • Pacific NW Federal Credit Union - Former board member

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • MD
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA

Robert L. Mork

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Long-term care planning
Retirement planning
Estate planning strategies
Legacy planning
Exit planning
Financial planning
Alternative investments
Business owners

Robert L. Mork

5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

Robert L. Mork

Senior Vice President–Wealth Management

Financial Advisor

  • Senior Vice President - Wealth Management
  • Senior Portfolio Manager - PMP
  • Wealth Advisor

Licenses:

  • Series 7, Series 63, Series 65, Insurance and Annuities; registered in various states

Education

  • Bachelor of Science, 1982, Portland State University

Professional/Community

  • Past Member - Providence Hospital, Cancer Research Center Committee
  • Bridlemile Foundation board member 1993-2000
  • Central City Concern - Former Development board member
  • Pacific NW Federal Credit Union - Former board member

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • MD
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Long-term care planning
Retirement planning
Estate planning strategies
Legacy planning
Exit planning
Financial planning
Alternative investments
Business owners
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

robert.mork@ubs.com,andrew.mork@ubs.com,ryan.d.wilkinson@ubs.com
Robert L. Mork
5300 Meadows Rd,Lake Oswego,OR,97035

Andrew L. Mork, FPQP

Vice President–Wealth Management

Financial Advisor

Licenses:

  • Series 7, Series 63, Series 65, Series 3, Life/Health Insurance, Annuties, Paraplanner Designation

Education:

  • Bachelor Of Arts - Business Administration, Central Washington University - 2011

Professional/Community:

  • Portland Police Cadet - 5 Years

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • MD
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA

Andrew L. Mork, FPQP

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Education planning
Long-term care planning
Retirement planning
Exit planning
Business succession
Investing
Custom portfolios
Asset allocation

Andrew L. Mork, FPQP

5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

Andrew L. Mork, FPQP

Vice President–Wealth Management

Financial Advisor

Licenses:

  • Series 7, Series 63, Series 65, Series 3, Life/Health Insurance, Annuties, Paraplanner Designation

Education:

  • Bachelor Of Arts - Business Administration, Central Washington University - 2011

Professional/Community:

  • Portland Police Cadet - 5 Years

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • MD
  • ME
  • MI
  • MT
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Education planning
Long-term care planning
Retirement planning
Exit planning
Business succession
Investing
Custom portfolios
Asset allocation
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

andrew.mork@ubs.com
Andrew L. Mork, FPQP
5300 Meadows Rd ,Lake Oswego,OR,97035

Ryan D. Wilkinson

Client Associate

Registered States:
  • AZ
  • OR
  • WA

Ryan D. Wilkinson

5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

Ryan D. Wilkinson

Client Associate

Registered States:
  • AZ
  • OR
  • WA
5300 Meadows Rd
Suite 300
Lake Oswego, OR 97035

Email Me

ryan.d.wilkinson@ubs.com
Ryan D. Wilkinson
5300 Meadows Rd , Lake Oswego,OR,97035

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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