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Stephen M
Series 63, Series 65
Eugene, OR
Mallery Financial
Stephen Mallery is the principal of Mallery Financial in Eugene, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KMS Financial Services, Inc. from 2013 to 2020. Outside of his advisory role, he serves on the board and as treasurer for Skipping Stones Magazine, participates on the budget and finance committee for Food for Lane County, and is a board member at large for the Financial Planning Association of Mid-Oregon. Mallery Financial provides investment management, financial planning, insurance consulting, and retirement plan consulting to individuals, trusts, businesses, and non-profits. The firm serves a small client base and offers tailored discretionary and non-discretionary portfolio management, utilizing approaches such as direct indexing and AI-assisted trading.
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