Edward Frederick Wettig

Current Employers

Employment History

• 06/2012 → 01/2022
  Royal Alliance
  Bend, OR
• 01/2022 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2022 → Present
  Cornerstone Financial Planning Group
  Bend, OR
• 04/2014 → Present
  Wettig Management Corporation
  Bend, OR
• 11/1999 → Present
  Edward Wettig (Self Employed)
  Bend, OR
• 10/2023 → Present
  United Financial Northwest
  Bend, OR
• 10/2024 → Present
  Lava Avenue Llc
  Bend, OR

Previous Registrations

• 2012-06-08 → 2022-01-04
  Osaic Wealth, Inc.
  Greenville, SC
  Bend, OR
• 2009-06-01 → 2012-06-14
  Morgan Stanley
  Bend, OR
• 2005-03-18 → 2009-06-01
  Citigroup Global Markets Inc.
  Bend, OR
  Bend, OR
• 2002-10-28 → 2005-03-21
  Morgan Stanley Dw Inc.
  Bend, OR

Other Businesses

1) Cornerstone Financial Planning Group-424 NE Kearney, Bend, OR 97701; Investment related; Financial Services-securities & insurance sales & svcs; Financial Advisor; Start date 1/2022; 160 hrs/mnth; 130 hrs/mnth during trading. 2) Edward Wettig (self employed)- 424 NE Kearney, Bend, OR 97701; Investment related; Insurance sales & svcs; Insurance Broker/Agent; Start date 11/1999; 10-15 hrs/mnth & during trading. 3) Wettig Management Corporation- 424 NE Kearney, Bend, OR 97701; Investment related; Management of financial advisor business/for business and taxes; President; Start date 4/2014; 2-3 hrs/mnth; 0 hrs/mnth during trading. 4)United Financial Northwest; 424 NE Kearney Ave, Bend OR 97701; START DATE: 10/15/2023; Financial Advisor/Planner; Securities and insurance sales and service under the United Financial Northwest DBA; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 120; IR 5) Lava Avenue LLC; 20406 White Pass Ct, Bend OR 97702; Start date 10/1/2024; Owner/Manager; Owning and managing a rental property; 6 hrs/mo; 0 hrs/mo during trading; NIR

Exams

• S66 Uniform Combined State Law Examination
  1999-09-01

Designations

Other Names

• Edward Frederick Wettig