Advisor at LPL Financial
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
Prineville, OR
Credentials
Series 63, Series 65
Industry experience
30 years
Lisa Solomon Kelso is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved with Kelso Land Surveying LLC, a non-investment-related business. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Prineville, OR
Oregon · Texas
LPL FInancial, LLC
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors Llc
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 63, Series 66
Prineville, OR
Money Concepts Capital Corp
Duane Porter is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including CUSO Financial Services and Sorrento Pacific, and he owns Porter & Porter, LLC, a consulting business unrelated to investments. Porter serves as a board member of High Desert Christian Academy and is a first lieutenant in the Crook County Sheriff's Mounted Posse, participating in ceremonial events. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs using fundamental and technical analysis combined with modern portfolio theory, offering both discretionary and non-discretionary account structures.
Series 63, Series 65
Powell Butte, OR
Cambridge Investment Research Advisors
Anders Ramstad is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2011. Outside of his advisory role, he is a part-owner and managing member of Finity Group LLC, where he is involved in insurance services and owns the copyrights to "Financial Planning Basics for Doctors." Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.
CFP®, Series 66
Prineville, OR
Edward Jones
Series 66
Prineville, OR
Edward Jones
Series 63, Series 65
Prineville, 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")
