Cole Willyard has been an investment adviser representative at Oregon Pacific Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
Oregon Pacific Wealth Management, LLC is a Medford, OR firm with $156M under management, 272 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Cole Willyard’s longest registration was 2 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2023–2025). Before joining Oregon Pacific Wealth Management in 2026, Cole Willyard was registered through Vita Planning Group LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · under a yearEugene, OR · Adviser representative · Firm CRD 283958
- Vita Planning Group LLC– · under a yearVancouver, WA · Adviser representative · Firm CRD 312323
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsPortland, OR · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Cole Willyard is registered as an investment adviser representative in Oregon, since September 2026.
- OregonSince 23 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 January 2023 |
| Series 7TO | General Securities Representative Examination | 19 July 2022 |
| SIE | Securities Industry Essentials Examination | 22 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cole R Willyard
- CRD
- 7528452
- Firm
- Oregon Pacific Wealth Management · CRD 283958
- Office
- 59 E 11th Street, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Cole Willyard work?
Cole Willyard is an investment adviser representative registered through Oregon Pacific Wealth Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cole Willyard a financial advisor?
Yes. Cole Willyard has a current investment-adviser registration in Oregon, through Oregon Pacific Wealth Management since September 2026.
How many years of experience does Cole Willyard have?
Cole Willyard has 3 years in the financial industry, since January 2023, across 3 adviser firms.
What exams has Cole Willyard passed?
Cole Willyard has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where did Cole Willyard work before Oregon Pacific Wealth Management?
Before Oregon Pacific Wealth Management, Cole Willyard was registered through Vita Planning Group LLC, May 2025 to April 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2023 to April 2025.
Where is Cole Willyard based?
Cole Willyard’s registered office is in Eugene, OR.
Is Cole Willyard registered with FINRA?
No. Cole Willyard has no current broker registration.
How can I verify Cole Willyard’s record?
Search CRD 7528452 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Willyard’s full registration record.