Andrew Benedict Corradetti

Employer firm

Oregon Pacific Wealth Management CRD 283958

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Oregon Pacific Wealth Management, Llc
  Medford, OR

Previous Registrations

• 2016-06-16 → 2023-12-31
  Oregon Pacific Wealth Management
  Medford, OR
• 2012-05-07 → 2016-12-14
  Wespac Advisors, Llc
  Reno, NV
• 2013-11-06 → 2014-10-06
  Secure Investment Management, Llc
  Tucson, AZ
• 2008-02-01 → 2012-12-31
  Fusion Asset Management, Llc
  Reno, NV
• 2009-06-02 → 2010-07-22
  Wespac Advisors, Llc
  Orinda, CA
• 2007-10-02 → 2008-10-21
  Wespac Advisors, Llc
  Reno, NV
• 1999-06-24 → 2005-01-14
  Charles Schwab & Co., Inc.
  NV

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-30
• S63 Uniform Securities Agent State Law Examination
  1997-07-02