Financial advisers in Eugene, Oregon
18 profiles with reported offices in Eugene, Oregon. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Shannon GrantInvestment adviser representativeRoehl & Yi Investment AdvisorsCRD 717896
Blaine WernerFounder / Chief Executive Officer44 Wealth ManagementCRD 842147
Jayman YiMember, Chief Financial Officer, and Chief Investment OfficerRoehl & Yi Investment AdvisorsCRD 3074957- Jason PolanskyPresident & Chief Compliance OfficerJ.P. Capital ManagementCRD 4261122
- Catherine WoodmanPresident & CCOHolon Wealth ManagementCRD 4268744
Gwendolyn O'ConnellPresident, Chief Compliance OfficerO'Connell Investment and Insurance ServicesCRD 4326521
Selene SullivanInvestment adviser representativeO'Connell Investment and Insurance ServicesCRD 5837051- Sarah MellgrenMemberRoehl & Yi Investment AdvisorsCRD 5957002
- Holly MatusInvestment adviser representative44 Wealth ManagementCRD 6562076
- Margo WernerChief Financial Officer44 Wealth ManagementCRD 6665263
Stephen AllenInvestment adviser representativeRoehl & Yi Investment AdvisorsCRD 7432153- Brandon BergInvestment adviser representativeExpand Financial GroupCRD 7518168
- Cole WillyardInvestment adviser representativeOregon Pacific Wealth ManagementCRD 7528452
Annaliese RuizInvestment adviser representativeRoehl & Yi Investment AdvisorsCRD 7635095- Andrew CollegeChief Operating OfficerRoehl & Yi Investment AdvisorsCRD 7710998
- Mason YoungInvestment adviser representativeRoehl & Yi Investment AdvisorsCRD 7845833
- John MullenInvestment adviser representative44 Wealth ManagementCRD 7885111
- Rene Jaramillo MariscalInvestment adviser representativeRoehl & Yi Investment AdvisorsCRD 8265688
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.