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James A

Series 63, Series 65

Aurora, OR

Auxier Asset Management

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Retirement income strategy Income planning Real estate investing Wealth management
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Mitchell I

Series 63, Series 65

Aurora, OR

Auxier Asset Management

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Auxier Asset Management since 2019, following a two-year tenure at Foreside Fund Services, LLC. Iliyn contributes as a research analyst, providing investment recommendations to the portfolio manager. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, as well as institutional entities. The firm employs a value-oriented investment approach grounded in fundamental financial analysis and manages approximately $946 million in assets under management.

Retirement income strategy Income planning Real estate investing Wealth management
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James A

Series 63, Series 65

Aurora, OR

Auxier Asset Management

James Auxier is a financial advisor at Auxier Asset Management in Aurora, Oregon, with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Foreside Fund Services, LLC from 2019 to 2021. Auxier’s role includes research and analysis of companies to support portfolio management and client interactions. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as for investment companies, pension and profit-sharing plans, trusts, and estates. The firm employs a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis supported by cash-flow modeling and Monte Carlo simulations.

Retirement income strategy Income planning Real estate investing Wealth management
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Christina B

Series 63

Aurora, OR

Auxier Asset Management

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Retirement income strategy Income planning Real estate investing Wealth management
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Luke A

Series 65

Aurora, OR

Auxier Asset Management

Luke Auxier is a financial advisor at Auxier Asset Management with a Series 65 designation and three years of industry experience. He has also worked at Deloitte and Touche for seven years and was employed at Oregon State University for three years prior to his current role. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension plans, trusts, and other entities. The firm follows a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis alongside portfolio management.

Retirement income strategy Income planning Real estate investing Wealth management
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Lillian W

Series 63, Series 65

Aurora, OR

Auxier Asset Management

Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.

Retirement income strategy Income planning Real estate investing Wealth management
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