Austin Kasner

Advisor at Edward Jones

Updated today

Location

Lincoln City, OR 97367

Credentials

CFP®, Series 66

Industry experience

9 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner Doctor or Medical Professional

Demographic focus

Intergenerational Families

Location

5053 Sw Highway 101, Suite A

Lincoln City, OR 97367

Most active in

Oregon · Texas

Work history

Edward Jones

2016 - Present (10 years)

Express Employment Professionals

2016 - 2016 (1 year)

EcoLife

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Wendy O

Series 63, Series 65

Gleneden Beach, OR

Wedbush Securities Inc.

Wendy Olson is a financial advisor at Wedbush Securities Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at StanCorp Equities, NYSE Chicago, and PostNet. She is based in Gleneden Beach, Oregon. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and provides both discretionary and non-discretionary managed account solutions alongside clearing, custodial, and prime services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Donald L

Series 63, Series 65

Gleneden Beach, OR

Advisory Services Network

Donald Leek is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Vision Capital Management, Inc. for nine years before joining Advisory Services Network in 2017. Outside of advising, he is a licensed real estate broker with Great Western Real Estate. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Benjamen R

Series 66

Neskowin, OR

Western Wealth Management LLC

Benjamen Rothwell is a financial advisor at Western Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Meridian Wealth Management, Western Wealth Management LLC, LPL Financial, LLC, and Independent Financial Group LLC. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives. The firm utilizes a variety of investment strategies and maintains oversight through a home office and in-house investment committee.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Michael C

Series 66

Philomath, OR

Ameriprise

Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the board of the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Duane S

CFP®, Series 66

Lincoln City, OR

LPL Financial

Duane Silbernagel is a CFP® professional with 15 years of experience, currently affiliated with LPL Financial since 2021. His background includes roles at Waddell and Reed, Inc. and various insurance agencies, as well as involvement in local nonprofit organizations such as Family Promise of Lincoln County and the North Lincoln Hospital Foundation Board of Directors. Outside of financial advising, he has operated small businesses including Silbernagel Firewood, LLC and Silbernagel Excavation, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, a range of investment models and strategies, and offers both advisory and brokerage solutions tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Wendy W

Series 66

Lincoln City, OR

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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