Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Tekoa, WA 99033
LPL Financial
Institution
Jon Strine is a financial advisor at LPL Financial with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Citigroup Global Markets and Merrill, as well as long tenures at Vorpahl Wing Securities and Wing Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Tekoa, WA N Crosby St.
135 N Crosby St., Ste C
Tekoa WA 99033
Advisors at this office
2
Washington
26 years of industry experience
LPL Financial LLC
2019 - Present • 7 years
Spokane, WA
Vorpahl Wing Securities
2012 - 2019 • 7 years
Spokane, WA
Wing Wealth Management
2011 - 2019 • 8 years
Spokane, WA
Vorpahl Wing Securities
2007 - 2019 • 12 years
Spokane, WA
Citigroup Global Markets
2002 - 2005 • 3 years
Spokane, WA
Merrill
1998 - 2002 • 4 years
Spokane, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 63, Series 65
Worley, ID
Cimarron Wealth Management, Inc.
Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cimarron Wealth Management in 2025, he worked with Financial Advocates Investment Management for over a decade. Outside of his advisory role, he is also an insurance agent, dedicating part of his time to offering insurance products and services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, and business entities, as well as retirement-plan sponsors and participants. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, using a combination of model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.
Series 63, Series 65, Series 66
Tekoa, WA
LPL Financial
Dennis Roginski is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Vorpahl Wing Securities and ICM Asset Management Inc. He is also involved in businesses unrelated to investment advisory, including co-owning Hitters and operating a video creation and photography business through Roginski Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and third-party asset management, utilizing various model portfolios and customized strategies supported by technology tools.
Series 63, Series 65
Worley, ID
Morgan Stanley
Lisa Frei is a financial advisor with Morgan Stanley in Worley, Idaho, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)