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Michael Allen Lawyer

Advisor at STIFEL — Seaside, OR

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Seaside, OR

STIFEL logo

STIFEL

Institution

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Michael Lawyer is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 39 years of industry experience. Prior to joining Stifel in 2024, he worked at D.A. Davidson & Co. for 14 years and held various roles at Morgan Stanley from 2003 to 2010. He serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising, marketing, and determining disbursement of funds for tuition assistance. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

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

Seaside, OR

Seaside OR

Advisors at this office

1

Most active in

Oregon

Work history

39 years of industry experience

STIFEL

2024 - Present • 2 years

Portland, OR

D.A. Davidson & Co.

2010 - 2024 • 14 years

Lake Oswego, OR

Morgan Stanley

2009 - 2010 • 1 year

Lake Oswego, OR

Morgan Stanley & Co. LLC

2007 - 2009 • 2 years

Lake Oswego, OR

Morgan Stanley Dw Inc.

2003 - 2007 • 4 years

OR

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
user avatar

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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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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Mitchell S

Series 63, Series 65

Cannon Beach, OR

Wells Fargo Advisors

Mitchell Sivertson is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of finance, he has ownership interests in several non-investment businesses, including mining equipment and agricultural production companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations based on proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joan F

Series 63, Series 65

Cannon Beach, OR

STIFEL

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.

General retirement planning Income planning
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