Bend, OR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Strategic Financial Partners, LTD
Team
Firm-wide stats for Strategic Financial Partners, LTD
About
Strategic Financial Partners provides wealth management, portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, foundations, charities, and business clients, and manages approximately $321 million in discretionary assets. Services include both ongoing discretionary portfolio management and standalone financial plans used to guide implementation and monitoring.
The firm customizes portfolios using fundamental and technical analysis and constructs diversified asset-allocation models that are actively monitored and rebalanced as client circumstances or market conditions change. Strategies offered range from long‑term buy‑and‑hold to shorter‑term trading and option writing, and the firm may recommend third‑party advisers or model portfolios when appropriate.
Compared with many similarly sized advisory teams, SFP is notable for sponsoring its own wrap fee program (the SFP Wrap Fee Program) and executing and custoding trades through LPL Financial, while several associated persons also serve as registered representatives of LPL and as licensed insurance agents—arrangements the firm discloses and addresses through its code of ethics and conflict‑management processes. The firm also operates multiple offices, discloses use of Securities‑Backed Lines of Credit in its risk discussions, and has begun using AI tools to record and transcribe client meetings (with an opt‑out option), items it has specifically highlighted in recent brochure updates.
Based on Strategic Financial Partners, LTD
Expertise
Based on Strategic Financial Partners, LTD
Location
Bend OR
Advisors at this office
5
Advisors at this office
Grant C
Series 63, Series 66
Bend, OR
Strategic Financial Partners, LTD
Grant Carroll is a financial advisor with Strategic Financial Partners, LTD in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Strategic Financial Partners since 2008 and has been affiliated with LPL Financial LLC since 2004. Outside of his advisory role, he is involved with Wavy C Ranch, a home-based business. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm customizes portfolios based on client objectives and risk tolerances, employing both fundamental and technical analysis across a diversified set of securities.
Edward S
Series 63, Series 65
Bend, OR
Strategic Financial Partners, LTD
Edward Sager is a financial advisor with Strategic Financial Partners, LTD and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at LPL Financial LLC since 2004 and Strategic Financial Partners since 2009. Outside of advisory work, he has been involved in CPA activities and outside sales of non-variable insurance. Strategic Financial Partners, LTD offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm provides discretionary portfolio management tailored to client objectives, combining fundamental and technical analysis across a diversified mix of securities.
Richard W
Series 63, Series 66
Bend, OR
Strategic Financial Partners, LTD
Richard Williams is a financial advisor at Strategic Financial Partners, LTD with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Partners since 2008. Williams also has a long-standing affiliation with LPL Financial, dating back to 2004. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers ongoing monitoring and financial planning services.
Kevin G
Series 63, Series 66
Bend, OR
Strategic Financial Partners, LTD
Kevin Green is a financial advisor with Strategic Financial Partners, LTD in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Strategic Financial Partners and LPL Financial LLC since 2013. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm offers discretionary portfolio management with ongoing monitoring and tailors portfolios using fundamental and technical analysis across diverse securities.
Michael E
Series 63, Series 65
Bend, OR
Strategic Financial Partners, LTD
Michael Eisenhauer is a financial advisor at Strategic Financial Partners, LTD in Bend, OR, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Strategic Financial Partners since 2011. The firm provides wealth management, portfolio management, financial planning, and pension consulting services to a diverse client base, managing approximately $321 million in discretionary assets. Strategic Financial Partners customizes portfolios through fundamental and technical analysis and offers a range of investment strategies, including long-term buy-and-hold, shorter-term trading, and option writing.
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