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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Klamath Falls, OR

Every SEC-registered investment adviser representative at a firm office in Klamath Falls, with the firms that employ the most of them.

23 registered advisors work in Klamath Falls; the most are at Edward Jones (9). 2 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Klamath Falls

FirmAdvisors in Klamath Falls
Edward Jones news9
Msp Wealth Management, LLC4
Ameriprise Financial Services, LLC news2
D.A. Davidson & Co.2
Eagle Strategies LLC1
Osaic Advisory Services, LLC news1
State Farm Investment Management Corp.1
U.S. Bancorp Advisors, LLC1
United Planners' Financial Services Of America A Limited Partner1
Voya Retirement Advisors, LLC1

Advisors in Klamath Falls, A to Z

CFP advisors in Klamath Falls →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Wilsonville 21

Questions

How many financial advisors are in Klamath Falls, OR?

23 investment adviser representatives are registered at firm offices in Klamath Falls, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Klamath Falls?

Edward Jones, with 9 registered advisors in Klamath Falls, followed by Msp Wealth Management, LLC with 4.

How do I check a financial advisor in Klamath Falls?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.