Edward Truax has been an investment adviser representative at Horst & Graben Wealth Management since December 2019, and is not listed among the firm’s executive officers or direct owners.
Horst & Graben Wealth Management, LLC is a Portland, OR firm with $920M under management, 1,311 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 6 yearsPortland, OR · Adviser representative · Firm CRD 297368
Investment adviser representative registrations
Edward Truax is registered as an investment adviser representative in Oregon, since December 2019.
- OregonSince 20 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 July 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 July 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Edward Eugene Truax
- CRD
- 1964666
- Firm
- Horst & Graben Wealth Management · CRD 297368
- Office
- 6600 SW 92ND AVE, SUITE 210, Portland, OR 97223
- Registration
- Investment adviser registration
- In the industry since
- July 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Truax work?
Edward Truax is an investment adviser representative registered through Horst & Graben Wealth Management, LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Edward Truax a financial advisor?
Yes. Edward Truax has a current investment-adviser registration in Oregon, through Horst & Graben Wealth Management since December 2019.
How many years of experience does Edward Truax have?
Edward Truax has 37 years in the financial industry, since July 1989, across 1 adviser firm.
What exams has Edward Truax passed?
Edward Truax has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in July 1989. FINRA credited Edward Truax with the SIE, which began in October 2018.
Where is Edward Truax based?
Edward Truax’s registered office is in Portland, OR.
Is Edward Truax registered with FINRA?
No. Edward Truax has no current broker registration.
How can I verify Edward Truax’s record?
Search CRD 1964666 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Truax’s full registration record.