Mulligan Capital, Inc.
Based in Tigard, Oregon, John Mulligan, of Mulligan Capital, began his career in Financial Services when he was issued an Oregon Life and Health Insurance producer licensing in September 1983. John completed licensing requirements as a General Securities Registered Representative in September 1983; and, was registered with Equity Services (a Broker – Dealer), CRD# 265, as a Registered Representative (not an Investment Adviser Representative) from August 30, 1983, until June 1, 1992. In 1983, John Mulligan submitted an Investment Advisory application to the SEC, to provide for fee based Financial Planning services, and was issued CRD # 1190392. In 1992 Edgerton Capital (renamed with the Oregon Corporate Registry, in March 2007, as Mulligan Capital) registered as a corporation, (not as an Investment Advisor) with the Oregon Corporation Commissioner. Mulligan Capital (Edgerton Capital) was subsequently issued a State of Oregon Investment License # IA- 1174; and commenced services after 1/1/2000.
By working closely with each client to understand how they define their own ideal life—both before and after retirement—and by educating them on the financial strategies that can help them achieve their goals, we help our clients gain clarity about the financial aspects of their lives. We provide knowledge and guidance for the many choices that help to provide a sustainable income throughout retirement. Our advice is delivered using a consultative approach aimed at educating the client and getting them personally involved in the process of an ideal retirement outcome. We provide education and clarity; for, peace of mind. As a Registered Investment Adviser we endeavor to ensure that our advice and our actions are always in the best interest of our clients.