Locke Paul Bielefeldt

Current Employers

Evergreen Wealth Partners Llc

104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-02
OR	RA	APPROVED	2025-08-28

TX RA
APPROVED

Since 2025-10-02
OR RA
APPROVED

Since 2025-08-28

Branch Locations

895 Country Club Rd Suite A150, Eugene, OR 97401 • United States

104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Eugene	OR	07/2015	08/2025
Willamette Wealth Partners, Llc	Eugene	OR	01/2020	08/2025
Bielefeldt Financial Management, Llc	Eugene	OR	05/2015	12/2019
Evergreen Wealth Partners Llc	Eugene	OR	08/2025	Present

07/2015 → 08/2025

Lpl Financial Llc

Eugene, OR
01/2020 → 08/2025

Willamette Wealth Partners, Llc

Eugene, OR
05/2015 → 12/2019

Bielefeldt Financial Management, Llc

Eugene, OR
08/2025 → Present

Evergreen Wealth Partners Llc

Eugene, OR

Previous Registrations

2015-09-01 → 2025-09-03

Lpl Financial Llc

Albany, OR

Other Businesses

1) Licensed insurance agent; Not investment-related; Eugene, Oregon 97401; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-31

S66 Uniform Combined State Law Examination

2015-08-31

Designations

View on SEC IAPD