Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
20yrs
Mark Sharp has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Portland, Oregon. After a year at SCF Investment Advisors, Mark joined Mark Sharp Retirement in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Mark holds the CFP® designation.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
OfficePortland, OR
How the firm is paid ?Hourly, Flat fee
Typical client at the firm ?$1.67 million
States licensed ?1 state
Services through Mark Sharp Retirement
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowMark Sharp RetirementCurrent firm
- Mar 2017 – Feb 2019Mark Sharp RetirementPreviously
- May 2009 – Nov 2009SCF Investment Advisors, Inc.Previously
Contact Mark
(800) 622-1045Mark Sharp Retirement main office Portland, OROffice · Get directions Firm websiteHTTP://WWW.MARKSHARPRETIREMENT.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Mark Sharp Retirement at (800) 622-1045 and ask for Mark Sharp. Mark works from the Portland, OR office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Mark hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Mark Sharp Retirement reports being paid by hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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