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365 Ne Greenwood Ave Suite #4, Bend, OR 97701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-16 |
Branch Locations
365 Ne Greenwood Ave Suite #4, Bend, OR 97701 • 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 |
|---|---|---|---|---|
| Strategic Wealth Management, Llc | Bend | OR | 04/2009 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 02/2009 | Present |
| Deschutes Financial, Llc | Bend | OR | 03/2007 | 09/2018 |
| Strategic Wealth Management, Llc | Bend | OR | 04/2009 | Present |
1.) STRATEGIC WEALTH MANAGEMENT, LLC - CCO/OWNER/PRESIDENT/MEMBER - REGISTERED INVESTMENT ADVISOR - BEND, OR - SINCE 04/2009 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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