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RIA / WealthAdvisor42 years in industry

JOSEPH EDWARD OPSAHL

Advisor at DEFINED WEALTH MANAGEMENT, LLC

BEAVERTON, OR

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Search this name across graphsid dfx:ria:9801ad29-22ee-924e-be0d-36cc91844be1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DEFINED WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 25, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Exams: S65|S63
First exam: Apr 25, 1984
First registration: Apr 15, 2003
Dual registered: no
Other names: JOE OPSAHL
IAPD individual key: 1257252

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DEFINED WEALTH MANAGEMENT, LLC	Independent wealth	Nov 2, 2020	n/a	yes	BEAVERTON, OR	Current employment
TRUE PRIVATE WEALTH ADVISORS, LLC	Independent wealth	Jan 24, 2014	Apr 1, 2020	no	PORTLAND, OR\|SALEM, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 12, 2009	Oct 29, 2013	no	PORTLAND, OR	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 28, 2009	no	Portland, OR	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 15, 2003	Jun 1, 2009	no	PORTLAND, OR\|PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUE PRIVATE WEALTH ADVISORS, LLC	DEFINED WEALTH MANAGEMENT, LLC	Apr 1, 2020	Nov 2, 2020	215	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TRUE PRIVATE WEALTH ADVISORS, LLC	Oct 29, 2013	Jan 24, 2014	87	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 28, 2009	Sep 12, 2009	-16	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
164947:306779:OR:2020-04-01	Apr 1, 2020	Nov 2, 2020	PORTLAND, OR	Firm change

Relationships

Registered with (5)

→ DEFINED WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 2, 2020 to presentfactForm ADV
→ TRUE PRIVATE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 24, 2014 to Apr 1, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 12, 2009 to Oct 29, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 28, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 15, 2003 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.