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Joan Charmaine Fisher

Advisor at STIFEL — Cannon Beach, OR

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Cannon Beach, OR

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Joan Fisher is a financial advisor with Stifel in Cannon Beach, Oregon, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Cannon Beach, OR

Cannon Beach OR

Advisors at this office

1

Most active in

Oregon · Texas · Washington

Work history

43 years of industry experience

Stifel Nicolaus & Co inc

2013 - Present • 13 years

Bellevue, WA

Disclosures

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

Business activities & affiliations

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John S

Series 63, Series 65

Seaside, OR

BlueDoor Private Wealth, LLC

John Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and Fairbanks Capital. Outside of advising, he is the owner of Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm employs a long-term investment process using both fundamental and technical analysis and offers diverse portfolio implementation options, including direct securities and third-party managers.

Income planning Wealth management Annuities
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Andrew S

Series 66

Seaside, OR

Nations Financial Group, Inc.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. based in Seaside, Oregon, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he served 20 years in the United States Coast Guard. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management and a range of advisory services. The firm employs in-house model portfolios across various risk profiles and allows advisors to utilize a mix of investment strategies and third-party managers.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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Nicolle L

CFP®, Series 63, Series 65

Seaside, OR

Nations Financial Group, Inc.

Nicolle Landwehr is a CFP® professional with 29 years of industry experience, currently serving at Nations Financial Group, Inc. since 2005. She holds Series 63 and Series 65 licenses and has additional roles including insurance agent and board member of the Seaside Rotary Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its network of investment adviser representatives to meet client objectives and risk tolerances.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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Craig N

Series 63, Series 65

Nehalem, OR

D.A. DAVIDSON & Co.

Craig Nern is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He has been with D.A. Davidson since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, Nern serves as Board President of the North Tillamook Library Friends and is a board member of the Neahkahnie Water District. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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David P

CFP®, Series 63, Series 65

Seaside, OR

Commonwealth Financial Network

David Pullin is a CFP® professional with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Canyon Financial Group, where he has worked since 2007. He holds Series 63 and Series 65 licenses and operates out of Seaside, Oregon. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Daniel C

Series 63, Series 65

Manzanita, OR

Oppenheimer

Daniel Cavagnaro is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a range of investment strategies and supports both discretionary and non-discretionary accounts, managing approximately $36.7 billion in assets as of the end of 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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