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Tristan P
CFP®, ChFC®, Series 66, Series 63
Corvallis, OR
LPL Financial
Tristan Peterman is a financial advisor with LPL Financial in Corvallis, Oregon, holding CFP® and ChFC® designations and five years of industry experience. His career includes roles at JPMorgan Chase Bank, Northwestern Mutual, and Oregon State Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients with financial planning, advisory programs, and retirement plan consulting. The firm offers both discretionary and non-discretionary management supported by research, model portfolios, and a range of investment strategies.
Therese M
CFP®, Series 63, Series 65
Corvallis, OR
LPL Financial
Therese Misner is a CFP® professional affiliated with LPL Financial, with 28 years of industry experience. She has held roles at Oregon State Credit Union and Cuso Financial Services, LP prior to joining LPL Financial. Outside of her advisory work, she owns a contemporary art business and manages a farm specializing in polled Herefords. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.
John K
Series 63, Series 66
Corvallis, OR
LPL Financial
John Kerekanich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Oregon State Credit Union, CUSO Financial Services, LP, and Country Capital Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches.
Christopher K
Series 66
Corvallis, OR
LPL Financial
Christopher Knackstedt is a financial advisor with LPL Financial in Corvallis, Oregon, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oregon State Credit Union, CUSO Financial Services, and Suzanne Roppe State Farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.
Stephen F
ChFC®, Series 63
Corvallis, OR
LPL Financial
Stephen Fargher is a financial advisor at LPL Financial in Corvallis, OR, holding the ChFC® designation and Series 63 license with eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, New York Life Insurance Company, and Oregon State Credit Union. He is also a notary public in the State of Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.
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