Wendy C. Wilson

Advisor at Edward Jones — Lincoln City, OR NW 39th Street

Updated today

Credentials

Series 66

Experience

12 years

Location

Lincoln City, OR 97367

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Wendy Wilson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she owns and manages Paradox Monitoring Services, an alarm monitoring business based in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lincoln City, OR NW 39th Street

2015 NW 39th Street Suite 303

Lincoln City OR 97367

Advisors at this office

2

Most active in

Oregon

Work history

12 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

Paradox Monitoring Services

2001 - Present • 25 years

Lincoln City, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Wendy O

Series 65, Series 63

Gleneden Beach, OR

Wedbush Securities Inc.

Wendy Olson is a financial advisor with Wedbush Securities Inc., holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at Wedbush Securities since 2021, previously serving at StanCorp Equities, Inc./StanCorp Investment Advisers and NYSE Chicago, Inc. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Donald L

Series 63, Series 65

Gleneden Beach, OR

Advisory Services Network

Donald Leek is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Vision Capital Management, Inc. for nine years before joining Advisory Services Network in 2017. Outside of advising, he is a licensed real estate broker with Great Western Real Estate. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Benjamen R

Series 66

Neskowin, OR

Western Wealth Management LLC

Benjamen Rothwell is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Meridian Wealth Management, LPL Financial, and Independent Financial Group LLC. Rothwell also provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a broad range of portfolio management, financial planning, and advisory services utilizing firm-designed models and multiple custodial platforms.

College savings (529s, UTMA, etc.) Options & derivatives strategies

Austin K

CFP®, Series 66

Lincoln City, OR

Edward Jones

Austin Kasner is a CFP®-certified financial advisor with Edward Jones, based in Lincoln City, OR, and has nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Kasner plays in a local band performing at venues in Lincoln City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment services through a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner Doctor or Medical Professional Intergenerational Families
user avatar

Michelle R

Series 66

Lincoln City, OR

Edward Jones

Michelle Rose is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has held roles at Edward Jones since 2018. Prior to her advisory career, she worked briefly at Target and attended Gonzaga University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

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

Duane S

CFP®, Series 66

Lincoln City, OR

LPL Financial

Duane Silbernagel is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell and Reed, Inc. and operating Silbernagel Firewood, LLC. He has also been involved with several community organizations, including Family Promise of Lincoln County and the North Lincoln Hospital Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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