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Mihei Egoroff

Investment adviser representative at Cross Financial Advisors in Lake Oswego, OR

Investment adviser and broker registrationsUpdated

Mihei Egoroff is an investment adviser representative at Cross Financial Advisors, LLC, an investment adviser managing $482M, and works from its Lake Oswego, OR office. Mihei Egoroff has been registered through Cross Financial Advisors since 15 January 2020, has 6 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

6
Years in industry
6
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Mihei Egoroff has been an investment adviser representative at Cross Financial Advisors since January 2020, and is not listed among the firm’s executive officers or direct owners.

Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.

Mihei Egoroff is a Financial Advisor of Hope Wealth Planning. He founded Hope Wealth Planning in 2018. Before financial planning he started a first company at 19 and worked in commercial construction, transportation, consulting, and real estate. He assists business owners, retirees, and busy families, and supports women in retirement.

Mihei Egoroff’s longest registration is the current one, 6 years at Cross Financial Advisors since 2020.

  1. LPL Financial LLC
    – · 1 year
    Tualatin, OR · Adviser representative · Firm CRD 6413
  2. – present · 6 years
    Lake Oswego, OR · Adviser representative · Firm CRD 287686

Credentials and registrations

Investment adviser representative registrations

Mihei Egoroff is registered as an investment adviser representative in Oregon, since January 2020.

  • OregonSince 15 January 2020

Examinations

Series 6620 November 2019
Name
Uniform Combined State Law Examination
Series 7TO4 November 2019
Name
General Securities Representative Examination
SIE30 August 2019
Name
Securities Industry Essentials Examination

Key facts

Full name
Mihei M Egoroff
CRD
7186339
Firm
Cross Financial Advisors · CRD 287686
Office
5200 Meadows Rd #150, Lake Oswego, OR 97035
Registration
Investment adviser and broker registrations
In the industry since
November 2019
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Mihei Egoroff work?

Mihei Egoroff is an investment adviser representative registered through Cross Financial Advisors, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Mihei Egoroff a financial advisor?

Yes. Mihei Egoroff has a current investment-adviser registration in Oregon, through Cross Financial Advisors since January 2020.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Mihei Egoroff have?

Mihei Egoroff has 6 years in the financial industry, since November 2019, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Mihei Egoroff passed?

Mihei Egoroff has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.

Source: IAPD individual record, checked 23 October 2026

Where is Mihei Egoroff based?

Mihei Egoroff’s registered office is in Lake Oswego, OR.

Source: IAPD individual record, checked 23 October 2026

Is Mihei Egoroff registered with FINRA?

Yes. Mihei Egoroff has a current broker registration, under CRD 7186339.

Source: FINRA BrokerCheck

How can I verify Mihei Egoroff’s record?

Search CRD 7186339 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mihei Egoroff’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Cross Financial Advisors

Sources

  1. IAPD individual record, CRD 7186339, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cross Financial Advisors, LLC, filed 27 September 2026. Executive officers and direct owners; this person is not among them.
  3. Cross Financial Advisors team page. Biography, education, credentials, awards.