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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Roseburg
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
15
non-vetted advisors in your local area. These financial advisors in
Roseburg, Oregon
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Roseburg, Oregon
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Roseburg, Oregon.
| Qualified Financial Advisors in Roseburg, Oregon | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Matt Adams
CFP®, CLU®, ChFC® JONES & ROTH 260 Country Club Rd, #100, Eugene, OR 97401 |
20 | $125,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
260 Country Club Rd,
#100,
Eugene,
OR
97401
Phone Number
541-434-7320
Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 20 years of experience in the financial services profession. Matt is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Life Underwriter (CLU®) for special knowledge in risk management, and Chartered Financial Consultant (ChFC®). He has passed the Financial Industry Regulation Authority (FINRA) Series 7, 63 & 65 exams. Matt is also insurance licensed in OR, CA, WA, AZ, TX, IN, NM, AR, MI, ME, OH, FL, & KY. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,CERTIFIED FINANCIAL PLANNER and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. Matt is licensed to offer securities in AZ, AR, CA, CO, HI, IL, IN, MT, NC, OR, WA. This is not an offer to sell securities in any other state or jurisdiction.
Financial Advisory Services Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual. Investment Planning Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction. Retirement Planning No cookie cutter approach You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work. Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations. We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Top Financial Advisor Firms in Roseburg, Oregon (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| ORCA INVESTMENT MANAGEMENT, LLC
2250 Aviation Drive , Suite 3, Roseburg, OR 97470 |
$172,863,396 | 590 |
A percentage of AUM Fixed fees Other (NEGOTIABLE PROJECT RELATED FEES) |
| LITTLEJOHN FINANCIAL SERVICES INC
2435 Nw Kline St. , Suite 200, Roseburg, OR 97471 |
$129,061,475 | 1284 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Cathedral Consulting, LLC Inquire with Cathedral |
950 SE Oak Ave., Roseburg, OR 97470 | 541-201-8084 |
| Allstate Personal Financial Representative: Riley Rankin Inquire with Allstate |
1122 NW Garden Valley Blvd, Ste 403, Roseburg, OR 97471 | 541-999-4524 |
| PALM WEALTH MANAGEMENT Inquire with PALM |
1495 NW Garden Valley Blvd., Suite 201, Roseburg, OR 97471 | 541-677-7600 |
| Edward Jones Inquire with Edward |
2030 NW Newcastle St, Roseburg, OR 97471 | 541-672-1222 |
| Edward Jones Inquire with Edward |
2198 NE Stephens St, Suite 103, Roseburg, OR 97470 | 541-673-2060 |
| Edward Jones Inquire with Edward |
4211 NE Stephens St, Suite B 102, Roseburg, OR 97470 | 541-673-2877 |
| Edward Jones Inquire with Edward |
1122 NW Garden Valley Blvd, Suite 201, Roseburg, OR 97471 | 541-672-5004 |
| Edward Jones Inquire with Edward |
1122 NW Garden Valley Blvd, Suite 201, Roseburg, OR 97471 | 541-672-5004 |
| Edward Jones Inquire with Edward |
2510 NW Edenbower Blvd, Ste 136, Roseburg, OR 97471 | 541-957-5225 |
| Edward Jones Inquire with Edward |
2030 NW Newcastle St, Roseburg, OR 97471 | 541-672-1222 |
Grow your AUM with pre-qualified leads!
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