Financial advisors in Hood River, OR

19 advisors

Jason Smith
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Joseph Guenther
Financial advisor at Crown Point Wealth Advisors
Crown Point Wealth Advisors · $185.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Smith
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kraig Kerr
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lee McPherson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Severdia
Financial advisor at Nest Financial Planning, LLC
Nest Financial Planning, LLC · $46.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Barnette
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ronald Colson
Financial advisor at Viento Financial Group, LLC
Viento Financial Group, LLC · $50.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alec Yangos
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Branden Buel
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Brendan Kerr
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dallas Bates
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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Eric Albertson
Financial advisor at Viento Financial Group, LLC
Viento Financial Group, LLC · $50.8M AUM
VerifiedFinancial planning
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James Williams
Financial advisor at Crown Point Wealth Advisors
Crown Point Wealth Advisors · $185.5M AUM
VerifiedFinancial planning
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Kelly Rudisill
Financial advisor at Northside Capital Management LLC
Northside Capital Management LLC · $6.94B AUM
Verified
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Molly Searcy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Patricia Gooch
Financial advisor at Northside Capital Management LLC
Northside Capital Management LLC · $6.94B AUM
Verified
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Robert McConnell
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Sharon Pack
Financial advisor at Crown Point Wealth Advisors
Crown Point Wealth Advisors · $185.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Hood River, 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 Hood River, OR.

How this list works

Before you hire an advisor in Hood River, OR