Miriam Whiteley, financial advisor Eugene OR

Miriam Whiteley

CRD Number: 6603688
Current Firm: Lifecraft Financial Planning, LLC

Miriam Whiteley (CRD# 6603688) is an Investment Advisor Representative working at Lifecraft Financial Planning, LLC in Eugene, OR and has over 7 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.

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Professional Designations
Company Name Location Dates Years
Lifecraft Financial Planning, LLC Eugene, OR Jan 2021 - Current 2
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
Contact Info for Miriam M. Whiteley
Phone Number: 949-287-1621
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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