Advisor at Stewardship Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Beaver, OR
Credentials
Series 65
Industry experience
1 year
Case Roos is the sole advisor at Stewardship Investment Services LLC, holding a Series 65 designation with one year of industry experience. He has managed Roos Management LLC since 2016. Outside of advisory work, he is involved in real estate development. Stewardship Investment Services is a state-registered, single-advisor firm offering personalized financial planning, portfolio management, and educational seminars to individuals, trusts, charitable organizations, and business entities. The firm designs investment programs based on client-specific risk tolerance and objectives, employing buy-and-hold or periodic rebalancing strategies with a focus on equities, fixed income, and ETFs.
Based on Stewardship Investment Services LLC
Financial planning fees charged as fixed fees, typically 50% due at agreement and 50% at plan delivery; amounts determined based on client circumstances and complexity.
$0 - $100,000: 1.5% $100,000 - $1,000,000: 1.3% $1,000,000+: 1.1%
Beaver, OR
Oregon
Roos Management LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tillamook, OR
John C. Foti, DBA Experient Portfolio Management
John Foti is the sole advisor at John C. Foti, DBA Experient Portfolio Management, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Grand Prix Investors Trust and Autosport Fund Advisors. He also serves as a trustee for an Ohio business trust authorized to create a mutual fund. His firm provides custom portfolio management for individual and small-business brokerage and retirement accounts, using proprietary growth and value model portfolios and a combination of stocks, bonds, ETFs, and options. The firm manages approximately $6.1 million across five client accounts and emphasizes tailored asset and sector allocation without attempting to time the market.
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.
Series 66
Tillamook, OR
LPL Financial
Scott Thompson is a financial advisor with LPL Financial based in Longview, WA, holding a Series 66 designation and 26 years of industry experience. He has worked with firms including Fibre Federal Credit Union, CUNA Brokerage Services, Inc., and CUNA Mutual Group. Thompson is also involved with Fibre Financial Group, an investment-related business affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 66
Tillamook, OR
Edward Jones
Series 63, Series 66
Tillamook, OR
Edward Jones
Series 63, Series 66
Tillamook, OR
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")