Gary Fred Anger

Advisor at Edward Jones — La Grande, OR 1910 Adams Avenue

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

24 years

Location

La Grande, OR 97850

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gary Anger is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, accumulating 24 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages a commercial rental property in La Grande, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Military & Veterans Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

La Grande, OR 1910 Adams Avenue

1910 Adams Avenue

La Grande OR 97850

Advisors at this office

3

Most active in

Oregon · Texas

Work history

24 years of industry experience

Edward Jones

2001 - Present • 25 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brent G

Series 65

La Grande, OR

Connected Wealth Solutions, LLC

Brent Gunderson is a financial advisor with Connected Wealth Solutions, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Connected Wealth Solutions since 2015 and is also an owner and member of Connected Professional Accountants, LLC, a CPA firm where he provides accounting services and manages daily business operations. Connected Wealth Solutions advises individuals, trusts, charitable organizations, businesses, and qualified retirement plans with discretionary investment management and related financial consultation. The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class funds and portfolio modeling techniques.

Passive / index investing College savings (529s, UTMA, etc.) General retirement planning
user avatar

Michael P

Series 65

La Grande, OR

Connected Wealth Solutions, LLC

Michael Poe is a financial advisor with Connected Wealth Solutions, LLC, holding a Series 65 designation and 10 years of industry experience. He is also an owner and member of Connected Professional Accountants, LLC, a CPA firm where he provides accounting services and manages daily operations. Connected Wealth Solutions advises individuals, trusts, charitable organizations, businesses, and qualified retirement plans with discretionary investment management and financial consultation. The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class funds and employing portfolio modeling and Monte Carlo analysis in its planning.

Passive / index investing College savings (529s, UTMA, etc.) General retirement planning
user avatar

Melinda W

Series 63, Series 65

La Grande, OR

American Independent Securities Group, LLC

Melinda Wells is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Client One Securities, LLC for eight years before joining her current firm in 2020. Wells serves as vice president on the board of Soroptimist International of La Grande and is a licensed independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements and access to third-party managers and estate-planning services.

Options & derivatives strategies
user avatar

Brian M

Series 63, Series 65

La Grande, OR

Inspire Advisors, LLC

Brian McDowell is a financial advisor with Inspire Advisors, LLC based in La Grande, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera and Cascadia Wealth Management. Outside of advising, he serves as a Regional Development Officer supporting economic and community development efforts across three counties for the State of Oregon. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and affiliated managers.

ESG / Sustainable investing

Reva H

Series 66

La Grande, OR

Edward Jones

Reva Hartenstein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Vivayic and has a background that includes roles in education and local business. She is also co-owner of Mt. Harris Ranch, a farm and cattle operation where she assists with bookkeeping and administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment options, and fiduciary services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Tanner W

CFP®, Series 66

La Grande, OR

Edward Jones

Tanner Willson is a CFP®-designated financial advisor with six years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Grocery Outlet and Connected Professional Accountants, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages more than $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Charitable giving tax strategies Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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