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13 advisors near
97850
within the area shown on the map
Out of 400,000+ nationwide
Brent G
Series 65
La Grande, OR
Connected Wealth Solutions, LLC
Brent Gunderson is a financial advisor with Connected Wealth Solutions, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Connected Wealth Solutions since 2015 and is also an owner and member of Connected Professional Accountants, LLC, a CPA firm where he provides accounting services and manages daily business operations. Connected Wealth Solutions advises individuals, trusts, charitable organizations, businesses, and qualified retirement plans with discretionary investment management and related financial consultation. The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class funds and portfolio modeling techniques.
Michael P
Series 65
La Grande, OR
Connected Wealth Solutions, LLC
Michael Poe is a financial advisor with Connected Wealth Solutions, LLC, holding a Series 65 designation and 10 years of industry experience. He is also an owner and member of Connected Professional Accountants, LLC, a CPA firm where he provides accounting services and manages daily operations. Connected Wealth Solutions advises individuals, trusts, charitable organizations, businesses, and qualified retirement plans with discretionary investment management and financial consultation. The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class funds and employing portfolio modeling and Monte Carlo analysis in its planning.
Melinda W
Series 63, Series 65
La Grande, OR
American Independent Securities Group, LLC
Melinda Wells is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Client One Securities, LLC for eight years before joining her current firm in 2020. Wells serves as vice president on the board of Soroptimist International of La Grande and is a licensed independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements and access to third-party managers and estate-planning services.
Brian M
Series 63, Series 65
La Grande, OR
Inspire Advisors, LLC
Brian McDowell is a financial advisor with Inspire Advisors, LLC based in La Grande, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera and Cascadia Wealth Management. Outside of advising, he serves as a Regional Development Officer supporting economic and community development efforts across three counties for the State of Oregon. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and affiliated managers.
Reva H
Series 66
La Grande, OR
Edward Jones
Reva Hartenstein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Vivayic and has a background that includes roles in education and local business. She is also co-owner of Mt. Harris Ranch, a farm and cattle operation where she assists with bookkeeping and administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment options, and fiduciary services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Tanner W
CFP®, Series 66
La Grande, OR
Edward Jones
Tanner Willson is a CFP®-designated financial advisor with six years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Grocery Outlet and Connected Professional Accountants, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages more than $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Briana G
CFP®, ChFC®, Series 66
La Grande, OR
Edward Jones
Briana Greiner is a CFP® and holds a Series 66 license, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at the Wyoming Business Council and Northwest Farm Credit Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.
Kimberly H
Series 63, Series 65
Lagrande, OR
OSAIC
Kimberly Hilton is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Arbor Point Advisors, and Kms Financial Services. Outside of her advisory role, she manages employee benefits through her company, K Hilton, Inc., and is involved in equestrian activities as co-owner of Hilton Stables, where she hosts dressage clinics. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and multiple advisory platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.
Tessa J
Series 66
La Grande, OR
Edward Jones
Tessa Jackson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Mary H
Series 66
La Grande, OR
LPL Financial
Mary Horn is a financial advisor at LPL Financial with 11 years of industry experience. She previously worked at Edward Jones for six years and Independent Financial Group for five years. Outside of her advisory role, she owns a business called Rising Tide Soulpothecary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.
William H
ChFC®, Series 63, Series 65
Lagrande, OR
OSAIC
William Hermann is a financial advisor with OSAIC who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with OSAIC since 2024. Prior to joining OSAIC, he worked with Securities America Advisors, Inc. and KMS Financial Services, Inc., and has operated his own business since 1967. In addition to advisory work, he has been involved in life insurance and fixed annuity sales since 1967. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutional entities through an extensive network of affiliated advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, model portfolios, and access to third-party money managers.
Gary A
CFP®, Series 63, Series 65
La Grande, OR
Edward Jones
Gary Anger is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, accumulating 24 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages a commercial rental property in La Grande, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.
Nicole S
Series 66
La Grande, OR
Edward Jones
Nicole Simmons is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Umpqua Bank from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
13 advisors near
97850
within the area shown on the map
Out of 400,000+ nationwide