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Stephen S

Series 63, Series 65

Bend, OR

Wychick Investment Advisors, Inc.

Stephen Swenson is a financial advisor at Wychick Investment Advisors, Inc. in Bend, Oregon, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wychick Investment Advisors since 2006 and also serves as a member of Stein Swenson Investment Advisors, LLC, working as a 1099 contractor during market hours. Wychick Investment Advisors provides investment advisory and wealth-management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $29.1 million across about 95 client relationships, offering discretionary investment management, financial planning, and wealth services including estate and education planning, capital-needs analysis, and risk-management planning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
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William P

Series 63, Series 65

Bend, OR

Wychick Investment Advisors, Inc.

William Parker is a financial advisor at Wychick Investment Advisors, Inc. in Bend, Oregon, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wychick Investment Advisors since 2005. Outside of finance, Parker serves as president of Cascadia Sportsmanagement, Inc., a sports marketing and tourism company. Wychick Investment Advisors provides investment advisory and wealth-management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a global investment approach with long-term strategic allocations and mid-term tactical overlays, offering discretionary management alongside financial and risk-management planning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
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