CONNECTED WEALTH SOLUTIONS, LLC

1121 Adams Avenue
La Grande, Oregon 97850
Tel: (541) 963-7800

About CONNECTED WEALTH SOLUTIONS, LLC

CONNECTED WEALTH SOLUTIONS, LLC, formally registered with the SEC as CONNECTED WEALTH SOLUTIONS, LLC. The firm was established in 07/03/2023. They have over 1 offices throughout the country.

CONNECTED WEALTH SOLUTIONS, LLC is a La Grande, Oregon based Financial Planning firm with nearly $145,513,805 assets under management, offering retirement planning & investment advisory services to 582 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277111
SEC#	801-128240
Assets Managed by Firm	$145,513,805
No. of Clients	582
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	582	$145,513,805
Individuals (other than high net worth individuals)	206	$43,086,785
High net worth individuals	47	$96,934,271
Charitable organizations	Fewer than 5 clients	$441,471
Corporations or other businesses	6	$5,051,278

More Retirement Planning firms in La Grande, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

Explore More Retirement Advisors in La Grande, Oregon

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.