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 63, Series 65
Experience Industry experience
30 years
Location
Newport, OR
Cetera
Institution
Lori Ellingson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with firms including VOYA Financial Advisors and Lion Street Financial prior to her current roles at Cetera and affiliated entities. In addition to her advisory work, Ms. Ellingson serves as treasurer for Newport Oregon Pride, a nonprofit organization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Newport, OR
Newport OR
Advisors at this office
1
Oregon
30 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2021 - Present • 5 years
El Segundo, CA
Agate Financial Partners
2021 - Present • 5 years
Newport, OR
ClearFP Advisors, LLC
2020 - Present • 6 years
Lake Oswego, OR
Lion Street Financial
2019 - 2021 • 2 years
Austin, TX
Lion Street Advisors
2019 - 2021 • 2 years
Austin, TX
VOYA Financial Advisors
2014 - 2018 • 4 years
Lake Oswego, OR
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 65
Newport, OR
Edward Jones
Timothy Schneider is a financial advisor at Edward Jones in Newport, OR, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment options supported by a large national network of advisors and branch offices.
Series 66
Newport, OR
LPL Financial
Matthew Beck is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked for eight years at Stifel Nicolaus & Co., Inc. His professional activities include operating Financial Freedom Wealth Management Group, LLC, which serves as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various investment strategies.
Series 63, Series 66
Newport, OR
Edward Jones
Eric Greenawald is a financial advisor with Edward Jones in Newport, Oregon, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,700 financial advisors and 15,100 branch offices nationwide.
Series 66
Newport, OR
Edward Jones
Richard O'hearn is a financial advisor at Edward Jones in Newport, OR, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he leads a class on legacy planning at Oregon Coast Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.
Series 66
Newport, OR
LPL Financial
Haley Patton is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Financial Freedom Wealth Management Group, she worked at Oregon Coast Bank and HintonBurdick CPAs & Advisors. Patton is also involved with Freedom Tax, LLC, where she provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.
Series 66
Newport, OR
Edward Jones
Tammy Green is a Series 66 licensed financial advisor with five years of industry experience, currently serving clients at Edward Jones in Newport, OR. Prior to joining Edward Jones in 2023, she worked seven years with Bankers Life Securities and Bankers Life & Casualty. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the country.
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