Financial advisors in Bend, OR

68 match · page 1 of 3

Alfred Hunt
Financial advisor at Corepath Wealth Partners LLC
Savvy · $5B AUM
CFP®VerifiedFinancial planning
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Amber Billeter
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Andrew Gray
Financial advisor at Gray Wealth Strategies LLC
Gray Wealth Strategies LLC · $91M AUM
CFP®VerifiedFinancial planning
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Andrew Mardock
Financial advisor at Vivifi Planning
Vivifi Planning · $10.5M AUM
CFP®VerifiedFinancial planning
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Awbrey Swanson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Brian Quinn
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Brian Stallcop
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Cameron Tonning
Financial advisor at 2260 West
2260 West · $76.2M AUM
CFP®VerifiedFinancial planning
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Carolyn Cameron
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Chad Staskal
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Charles McDonald
Financial advisor at Cresscila Wealth Management
Cresscila Wealth Management
CFP®VerifiedFinancial planning
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Charles Tompkins
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Chelsea Mayer
Financial advisor at 2260 West
2260 West · $76.2M AUM
CFP®VerifiedFinancial planning
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Chet Baxter
Financial advisor at Axia Wealth Management Inc
Axia Wealth Management Inc · $148M AUM
CFP®VerifiedFinancial planning
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Christopher Jones
Financial advisor at Jgp Wealth Management, LLC
Jgp Wealth Management, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
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David Smith
Financial advisor at Strategic Wealth Management, LLC
Strategic Wealth Management, LLC · $18.6M AUM
CFP®VerifiedFinancial planning
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David Stuehling
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Dean Bardon
Financial advisor at Apple & Associates
Apple & Associates · $137.7M AUM
CFP®VerifiedFinancial planning
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Devin Harrigan
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Donald Kerr
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Edward Wettig
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
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Eric White
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
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Gina Patterson
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
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Gregory Fowler
Financial advisor at Integrated Capital Planning LLC
Integrated Capital Planning LLC · $29.9M AUM
CFP®VerifiedFinancial planning
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Gregory Pollack
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ian Laimbeer
Financial advisor at True Wealth Group
True Wealth Group · $151.4M AUM
CFP®VerifiedFinancial planning
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James Boss
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
CFP®VerifiedFinancial planning
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James Conrads
Financial advisor at Capstone Wealth Management Group, Inc.
Capstone Wealth Management Group, Inc. · $243M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Sager
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Jason Arbetter
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bend, OR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bend, OR.

How this list works

Before you hire an advisor in Bend, OR