Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Roseburg has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Roseburg, Oregon have an average of 20 years of experience.
Matt Adams
CFP®, CLU®, ChFC®
Jones & Roth
Qualifications
CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ORCA INVESTMENT MANAGEMENT, LLC 2250 Aviation Drive, Suite 3 Roseburg, OR, 97470 | $137,374,270 | 563 | 7 | A Percentage of AUM, Fixed Fees, Other (NEGOTIABLE PROJECT RELATED FEES) |
2 | LITTLEJOHN FINANCIAL SERVICES INC 2435 Nw Kline St., Suite 200 Roseburg, OR, 97471 | $110,904,590 | 1162 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 144377
Assets Under Management $137,374,270
No. Of Clients563
Clients Per Financial Advisor80
ORCA INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Roseburg, Oregon. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 563 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155113
Assets Under Management $110,904,590
No. Of Clients1162
Clients Per Financial Advisor166
LITTLEJOHN FINANCIAL SERVICES INC is a financial advisory firm situated in Roseburg, Oregon. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1162 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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