Klamath Falls, OR Office

Team
Updated today

Client AUM

$37,613,270,981

Clients

68,135

Advisors

3

Of 693 advisors across 164 offices

Location

810 Main Street, Suite 102

Klamath Falls OR 97601

Advisors at this office

3

Advisors at this office

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Martin L

CFP®, Series 63, Series 65

Klamath Falls, OR

D.A. DAVIDSON & Co.

Martin Ledgerwood is a CFP® professional with 29 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. He is based in Klamath Falls, OR, and holds Series 63 and Series 65 licenses. Ledgerwood is active in nonprofit organizations, including serving on the boards of Klamath Lakes Cares, the Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, as well as participating on the finance committee of Sky Lakes Medical Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and serves clients under fiduciary standards, with additional capabilities in municipal advisory and affiliated trust services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Brett B

Series 66

Klamath Falls, OR

D.A. DAVIDSON & Co.

Brett Blundon is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and based in Klamath Falls, OR. He joined the firm in 2025 after nine years with the United States Forest Service. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards under the Advisers Act and ERISA.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jennifer S

Series 66

Klamath Falls, OR

D.A. DAVIDSON & Co.

Jennifer Scanlan is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including the Sky Lakes Medical Center Foundation and the Klamath Community Leadership Foundation, and is active in local Rotary Club leadership. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards with a distinctive involvement in municipal advisory and underwriting activities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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