Miriam Whiteley (CRD# 6603688) is an Investment Advisor Representative working at Lifecraft Financial Planning, LLC in Eugene, OR and has over 8 years of experience in the finance industry. Miriam Whiteley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5526985
Potomac Fund Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifecraft Financial Planning, LLC | Eugene, OR | Jan 2021 - Current | 3 |
| Roehl & Yi Investment Advisors, LLC | Eugene, OR | Jan 2016 - Dec 2020 | 4 |
| Kaplan University | Eugene, OR | Mar 2015 - Dec 2015 | < 1 |
| Portland Community College | Portland, OR | Aug 2014 - Jun 2015 | < 1 |
| Waldorf School Of Orange County | Costa Mesa, CA | Aug 2002 - Jun 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- OR
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Total Assets Under Management13MILLIONS
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Total Number of Accounts49ACCOUNTS
-
Average Account Value$257,848
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OR
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