Financial advisers in Bend, Oregon

Adviser profiles

• MSMichael StalkerPresidentMCS Financial AdvisorsCRD 1161401
• KSKevin SerrapedeChief Compliance OfficerNorthwind FinancialCRD 2074389
• Sharon GueckSecretary/DirectorBecker Capital ManagementCRD 2375816
• Donald KlotterInvestment adviser representativeSkyliner WealthCRD 2787002
• Jason McMillenCorporate Secretary, Co-CIO & CCO (Past President)Portland Private Wealth ManagementCRD 2854726
• LGLoren GardManaging Partner, Principal, Director, SecretaryCapstone Wealth Management GroupCRD 3201086
• Aaron BoehmManaging Member/PresidentCopia Wealth ManagementCRD 3232128
• JYJeffrey YamadaChief Compliance OfficerMCS Financial AdvisorsCRD 4348036
• JCJames ConradsInvestment adviser representativeCapstone Wealth Management GroupCRD 4522725
• BBBradley BoeckOwnerNorthwind FinancialCRD 4537399
• JSJohn SchnieppOwner/Chief Compliance OfficerCascade Financial StrategiesCRD 4576961
• Mathew HunnicuttMember of LLC, and Chief Compliance OfficerSkyliner WealthCRD 4653059
• DGDevon GainesManaging Partner, Director, PresidentCapstone Wealth Management GroupCRD 5274324
• Neal RichardsFounder, Chief Executive Officer, Chief Compliance OfficerAxiom Wealth StrategiesCRD 5426580
• JHJessica HigginsPrincipal and Financial AdvisorInvera Wealth AdvisorsCRD 6305102
• RTRiley ThoubboronInvestment adviser representativeFinancial Planning Fort CollinsCRD 6506221
• Ian LaimbeerMember of LLC.Skyliner WealthCRD 6547229
• Louis BennettManaging MemberCopia Wealth ManagementCRD 6609914
• Dean BardonInvestment adviser representativeApple & AssociatesCRD 6883601
• SSShenandoah SampsonPrincipal, Chief Investment Officer, and CCOInvera Wealth AdvisorsCRD 6900088
• Marc EppingerInvestment adviser representativeCascade Financial StrategiesCRD 7175513
• Geoffrey GruetzmacherMember/Chief Compliance OfficerCopia Wealth ManagementCRD 7315553
• TFTiffany ForsteChief Compliance OfficerCapstone Wealth Management GroupCRD 7523398
• Katie Martin HewittInvestment adviser representativeCascade Financial StrategiesCRD 7529409
• MZMichael ZachaInvestment adviser representativeValue Investment ProfessionalsCRD 7716064
• JUJulia UllrichInvestment adviser representativeHippocratic Financial AdvisorsCRD 7771523
• JSJoseph SerrapedeInvestment adviser representativeNorthwind FinancialCRD 7832203
• Grant FinterInvestment adviser representativeAxiom Wealth StrategiesCRD 7864958
• GMGeorge MendazonaInvestment adviser representativeCopia Wealth ManagementCRD 7874721

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.