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 who holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes roles at firms such as Voya Financial Advisors and Transamerica Financial Advisors. She serves as treasurer for Newport Oregon Pride, a nonprofit organization supporting LGBTQIA2S communities. Cetera Investment Advisers LLC is an SEC-registered firm that delivers a range of financial services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform structure.
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 - 2021 • 1 year
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
Investment Advisors International, Inc.
2006 - 2009 • 3 years
San Jose, CA
Transamerica Financial Advisors
2004 - 2006 • 2 years
San Jose, CA
Transamerica Financial Advisors
2002 - 2003 • 1 year
San Jose, CA
WMA Investment Advisors, Inc. (WMAIA)
1999 - 2002 • 3 years
Duluth, GA
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 and holds a Series 66 designation. He has 14 years of industry experience, including eight years at Stifel Nicolaus & Co., Inc. prior to joining LPL Financial in 2019. 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 and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various operational and research tools.
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 with Edward Jones in Newport, OR, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. He leads a class on Legacy Planning at Oregon Coast Community College. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide.
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, she worked at HintonBurdick CPAs & Advisors and Oregon Coast Bank. She is also involved with Freedom Tax, LLC, where she provides tax preparation and accounting services. 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, supporting over 22,800 advisors.
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.
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”)