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Current Employers
Willamette Valley Wealth Management, Llc

3295 Triangle Drive Suite 200, Salem, OR 97302 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
LA RA APPROVED 2020-11-16
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01
  • LA RA
    APPROVED
    Since 2020-11-16

Branch Locations

3295 Triangle Drive Suite 200, Salem, OR 97302 • 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
Fischer, Hayes, Joye & Allen, Llc Salem OR 09/1992 Present
Kms Financial Services, Inc Seattle WA 01/2005 10/2020
Willamette Valley Wealth Management, Llc Salem OR 05/2007 Present
Willamette Valley Wealth Management, Llc Salem OR 10/2020 Present
Rhi, Llc Salem OR 11/2000 Present
Triangle Square, Llc Salem OR 11/2000 Present
Previous Registrations
  • 2005-02-24 → 2020-10-30
    Kms Financial Services, Inc.
    Salem, OR
Other Businesses

1)RHI LLC / TRIANGLE SQUARE LLC - NON-INVESTMENT RELATED - SAME ADDRESS - FAMILY LLC - MEMBER - 2002 - <4 HRS/MO - NOT DURING TRADING - OWNERSHIP INTEREST IN LLC THAT OWNS OFFICE BUILDING 2)FISCHER, HAYES, JOYE & ALLEN, LLC - NOT INVESTMENT RELATED - SAME ADDRESS - ACCOUNTING FIRM - OWNER - JANUARY 2016 - 175 HRS/MO - 100 HRS/MO DURING TRADING - PUBLIC ACCOUNTING FIRM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-23
  • S66 Uniform Combined State Law Examination
    2005-02-23
Designations

View on SEC IAPD

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