Best Investors
Account
Sign in
Best Investors
Account
Sign in
940 Willamette St, Suite 350 The Woolworth Building, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-02 |
Branch Locations
940 Willamette St, Suite 350 The Woolworth Building, Eugene, OR 97401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Papendieck Group | Eugene | OR | 11/2013 | 09/2022 |
| Sheppard Wealth Management Llc | Bend | OR | 11/2016 | 09/2022 |
| Martin Capital Partners, Llc | Eugene | OR | 09/2022 | Present |
| Wcm Investment Management, Llc | Laguna Beach | CA | 06/2023 | 06/2025 |
1) Andy is also a Client Portfolio Manager at Martin Capital Partners, LLC, a wholly owned independently registered investment adviser that will dissolve 12/31/24. 2) Thrive Housing Network dba Agape Families; No, not-investment related; 2350 Oakmont Way, Suite 109, Eugene, Oregon 97401; To bring hope and stability to families impacted by incarceration. Thrive Housing Network; to provide supportive services and traditional housing to the vulnerable in our community; Board Member; Member; 05/21/2014; Approximately 4-5 hours per month; Board Related Matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-09 |
Reach out to this advisor