Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 97367
Out of 400,000+ nationwide
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.
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.
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.
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.
Austin K
CFP®, Series 66
Lincoln City, OR
Edward Jones
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.
Wendy W
Series 66
Lincoln City, OR
Edward Jones
Michelle R
Series 66
Lincoln City, 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")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 97367
Out of 400,000+ nationwide