Financial ADVSR advisor directory · SEC adviser records
Sapient Private Wealth Management, LLC financial advisors in Eugene, OR
Every SEC-registered investment adviser representative at a Sapient Private Wealth Management, LLC office in Eugene, A to Z.
13 registered advisors work at Sapient Private Wealth Management, LLC in Eugene, out of 13 at the firm nationwide; it ranks number 5 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Sapient Private Wealth Management, LLC advisors in Eugene, A to Z
Every Sapient Private Wealth Management, LLC advisor →- Dina K. AhtenInvestment adviser rep
- Hunter A. AnderleInvestment adviser rep
- Ross A. AnderleCertified Financial Planner
- Laura L. ChenInvestment adviser rep
- Jacob P. EldChartered Financial Analyst
- Alexander G. ErwinInvestment adviser rep
- Gregory P. ErwinInvestment adviser rep
- John B. FlaxelInvestment adviser rep
- Dennis S. KonradyInvestment adviser rep
- Mitchell W. LewisCertified Financial Planner
- Sean C. RitchieCertified Financial Planner
- Sarah J. SkortmanInvestment adviser rep
- Sandra J. SperryCertified Financial Planner
Sapient Private Wealth Management, LLC advisors in every city and state →Sapient Private Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Eugene
All Eugene advisors →Edward Jones 31Cetera Investment Advisers LLC 26LPL Financial LLC 24Morgan Stanley 21RBC Capital Markets, LLC 10Roehl & Yi Investment Advisors, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Charles Schwab & Co., Inc. 6Ksb Financial Services, LLC 6Pfs Investments Inc. 6Commonwealth Financial Network 5Eagle Strategies LLC 5
Questions
How many financial advisors does Sapient Private Wealth Management, LLC have in Eugene?
13 investment adviser representatives are registered at Sapient Private Wealth Management, LLC offices in Eugene, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Sapient Private Wealth Management, LLC one of the largest advisor employers in Eugene?
Sapient Private Wealth Management, LLC ranks number 5 in Eugene by registered advisors; Edward Jones has the most, with 31.
How do I check a Sapient Private Wealth Management, LLC advisor in Eugene?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sapient Private Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.