user avatar

Justin Smithhisler

Advisor at Avantax Planning Partners, Inc.

Updated today

Location

Roseburg, OR 97470

Credentials

Series 63, Series 65

Industry experience

4 years

About

Justin Smithhisler is a financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cetera Wealth Services, Moss Adams LLP, Aldrich Advisors, and JP Morgan Chase. In addition to his advisory work, he serves as an associate at Wicks Emmett LLP, providing assurance and tax services to individuals and nonprofit organizations. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.

Client services

Based on Avantax Planning Partners, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Avantax Planning Partners, Inc.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Avantax Planning Partners, Inc.

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees may be charged for stand-alone financial planning services; specific amounts not stated.

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually

Project-based

Hourly fees may be charged for stand-alone financial planning services; specific rates not stated.

Other

Fee-only: Fees for financial planning may be fixed or hourly based; included in Management Fee if part of asset management services.

Location

358 Ne Winchester St

Roseburg, OR 97470

Most active in

Oregon

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Investment Services, Inc

2025 - Present (1 year)

Avantax Planning Partners

2024 - Present (2 years)

Wicks Emmett LLP

2023 - Present (3 years)

Justin Smithhisler

2023 - 2023 (1 year)

Stoner Electric

2021 - 2023 (2 years)

Moss Adams LLP

2019 - 2021 (2 years)

Aldrich Advisors

2017 - 2019 (2 years)

JP MORGAN CHASE BANK

2015 - 2017 (2 years)

JP Morgan Chase Securities LLC

2015 - 2017 (2 years)

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

Dan J

Series 65

Roseburg, OR

DJ Financial

Dan Jones is a financial advisor at DJ Financial in Roseburg, OR, holding a Series 65 designation with 12 years of industry experience. He operates a CPA sole proprietorship providing tax consulting services alongside his advisory role and serves as a director on the board of Oregon Pacific Bank. DJ Financial offers investment management and financial planning services to individuals, small employer pension and profit-sharing plans, and corporate clients. The firm’s approach focuses on lower-cost investments with a long-term perspective and integrates tax and management accounting services through the principal’s active CPA practice.

General retirement planning Wealth management Income planning Tax strategies for small businesses Founder/Business Owner
user avatar

Justin B

Series 63, Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Justin Bruggeman is a financial advisor with Littlejohn Financial Services Inc in Roseburg, OR, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Littlejohn Financial Services since 2017 and previously at COUNTRY Capital Management Company. In addition to his advisory role, he is involved in insurance sales. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term, fundamental analysis-based investment strategies and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Matthew D

Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Fred L

CFP®, Series 63, Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Fred Littlejohn is a CFP® professional with 23 years of experience in the financial services industry. He is the owner of Littlejohn Financial Services Inc and previously worked at Bigfoot Investments for 12 years. Outside of his advisory role, he is a licensed insurance agent in Oregon and holds a minority ownership in a company manufacturing lumber transport equipment. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term investment strategies and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Wesley H

Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Steven B

Series 63, Series 66

Roseburg, OR

Farther

Steven Boblis is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fsc Securities Corporation and The Retirement Group. Outside of advisory services, he offers fixed annuities and insurance products and owns a personal corporation established for tax purposes. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, providing discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")