Bend, OR SW Upper Terrace Dr Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,776 advisors across 1,213 offices

Location

333 SW Upper Terrace Dr, Suite 200

Bend OR 97702

Advisors at this office

3

Advisors at this office

user avatar

Mark M

Series 66

Bend, OR

Commonwealth Financial Network

Mark Miller is a financial advisor with Commonwealth Financial Network in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He is co-owner of Miller Ferrari Wealth Management, where he has worked since 2011. Outside of his advisory work, Miller is involved in payroll processing through Stillwater Dental Bend, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized indexing, supported by a platform that offers operations, trading, technology, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Charles F

Series 66

Bend, OR

Commonwealth Financial Network

Charles Ferrari is a financial advisor with Commonwealth Financial Network based in Bend, OR. He holds a Series 66 designation and has 18 years of industry experience. Since 2011, he has been co-owner of Miller Ferrari Wealth Management, a private entity operating his securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Jeffrey S

CFP®, Series 66

Bend, OR

Commonwealth Financial Network

Jeffrey Swanson is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Miller Ferrari Wealth Management. He previously worked at Next Financial Group Inc. Outside of his advisory role, he is a co-owner of Miller Ferrari Wealth Management, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, while advisors maintain discretion over client portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")