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
ChFC®, Series 63, Series 65
Experience Industry experience
24 years
Location
Worley, ID
Cimarron Wealth Management, Inc.
Team
Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His previous experience includes roles at Financial Advocates Investment Management and Cambridge Wealth Management. Cimarron Wealth Management provides investment advisory and planning services to individuals and retirement plan sponsors, emphasizing tailored strategies through discretionary asset management and a primarily value-oriented, long-term approach. The firm also offers public seminars and workshops and integrates legal services through an affiliated attorney.
Based on Cimarron Wealth Management, Inc.
Based on Cimarron Wealth Management, Inc.
Maximum annual flat fee of $30,000 for asset management or complex financial planning services; financial planning fees are typically waived if asset management services are engaged.
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.70% $50,000,001+: Negotiable
Account minimum: $250,000
Worley, ID
Worley ID
Advisors at this office
1
Idaho · Washington
24 years of industry experience
Cimarron Wealth Management, Inc.
2025 - Present • 1 year
Tumwater, WA
Financial Advocates Investment Management
2015 - 2025 • 10 years
Tumwater, WA
Cambridge Wealth Management
2009 - 2016 • 7 years
Tumwater, WA
R & L Advisory Services, LLC
2007 - 2010 • 3 years
Tumwater, WA
Sunset Financial Services, Inc.
2005 - 2007 • 2 years
Tumwater, WA
LPL Financial
2000 - 2003 • 3 years
Lacey, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not 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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tekoa, WA
LPL Financial
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.
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.
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