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Cobin Douglas Soelberg

Greeley Wealth Management

Bend, OR

CRD 7223358

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Employer firm

Greeley Wealth Management CRD 307081

5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Greeley Wealth Management

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Bend, OR • 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
OrganizationCityStateFromTo
Greeley Wealth Management Llc Bend OR 09/2019 Present
Bend Anesthesiology Group Bend OR 02/2019 Present
Oregon Health & Science University Portland OR 08/2012 02/2019
  • 09/2019 → Present
    Greeley Wealth Management Llc
    Bend, OR
  • 02/2019 → Present
    Bend Anesthesiology Group
    Bend, OR
  • 08/2012 → 02/2019
    Oregon Health & Science University
    Portland, OR
Other Businesses

2019-Present: Bend Anesthesiology Group/Not Investment Related/Bend, OR/Anesthesia Private Practice/Anesthesiologist/Involves up to 160 or more hours per month, including during traditional business hours.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-10
  • S65 Uniform Investment Adviser Law Examination
    2019-09-10
Other Names
  • Cobin D. Soelberg
  • Cobin Soelberg

View on SEC IAPD

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