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Riley De Loss Rankin

Advisor at SB Advisory, LLC — Harrisburg, OR

Updated today

Credentials

Series 66

Experience

7 years

Location

Harrisburg, OR

SB Advisory, LLC logo

SB Advisory, LLC

Multi-team

Total advisors

33

Across 25 offices

Clients per advisor

80 High

Avg AUM per client

$242,408 Very Low

HNW client ratio

4% Very Low

About

Riley Rankin is a financial advisor with SB Advisory, LLC holding a Series 66 designation and seven years of industry experience. Prior to joining SB Advisory in 2026, Riley worked with Allstate Financial Advisors, LLC and affiliated Allstate entities for six years. Riley’s background also includes roles in insurance and financial services with firms such as Guardian Life Insurance Company and Park Avenue Securities. SB Advisory, LLC is a multi-team advisory firm managing approximately $1.1 billion across 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing a mix of fundamental, technical, and qualitative analysis to tailor portfolios using mutual funds, ETFs, individual equities, and outside managers.

Client services

Based on SB Advisory, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on SB Advisory, LLC

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax strategies for small businesses General estate planning guidance

Occupation focus

Based on SB Advisory, LLC

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000+: 1.25%

Commissions

Transaction fees up to $10 for equities, $15 for mutual funds, $20 for fixed income; commission fees via affiliated broker-dealer for certain transactions and insurance sales.

Project-based

Up to $600/hour for Limited Financial Planning and Hourly Financial Planning and Consultation; fees negotiable.

Other

Fee-only: Comprehensive Financial Planning fee up to $15,000 or up to 1% of assets covered; Limited and Hourly Financial Planning at up to $600/hour; fees negotiable.

Location

See office

Harrisburg, OR

Harrisburg OR

Advisors at this office

1

Most active in

California · Nevada · Texas

Work history

7 years of industry experience

SB Advisory LLC

2026 - Present • 1 year

Atlanta, GA

Allstate Financial Advisors, LLC

2020 - 2026 • 6 years

Lincoln, NE

Allstate Insurance Co

2020 - 2026 • 6 years

Northbrook, IL

Allstate Financial Services LLC

2020 - 2026 • 6 years

Lincoln, NE

Gray Day Home Heat

2018 - 2020 • 2 years

Florence, OR

Guardian Life Insurance Company

2017 - 2018 • 1 year

Lake Oswego, OR

Park Avenue Securities

2017 - 2018 • 1 year

Lake Oswego, OR

Unemployed

2017 - 2017 • 1 year

Wilsonville, OR

Various Insurance Carriers for W & R Insurance Agencies

2017 - 2017 • 1 year

Forest Grove, OR

Waddell & Reed, Inc.

2016 - 2017 • 1 year

Lake Oswego, OR

Copeland Lumber

2014 - 2016 • 2 years

Florence, 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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David H

Series 63, Series 65

Brownsville, OR

Lincoln Investment

David Hansen is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Hansen sells fixed annuities through a sole proprietorship and serves as a board member for the Church of the Firstborn, Willamette Valley, as well as a city councilor for Brownsville, Oregon. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Savannah R

Series 66

Junction City, OR

Edward Jones

Savannah Rossiter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2021. Rossiter holds a real estate broker license but does not actively utilize it and does not intend to renew it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ryan C

Series 66

Eugene, OR

Edward Jones

Ryan Cushing is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Wireless Vision LLC from 2010 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Luke B

Series 63, Series 66

Junction City, OR

Fidelity

Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Jonathan D

CFP®, Series 66

Coburg, OR

Edward Jones

Jonathan Derby is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing several rental properties and is a member of Vaulters Aviation LLC, an entity formed to purchase an airplane for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Barbara K

Series 63, Series 66

Brownsville, OR

Cetera

Barbara Koontz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has held roles at MaPS Credit Union and Cuso Financial Services, and currently serves as a part owner of Koontz, Elker, and Associates, a financial services firm. Koontz is also an insurance agent selling long-term care products. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services with multiple program structures and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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