Cutler Investment Group

Cutler Investment Group (CRD# 128483) is a financial advisory firm headquartered in Jacksonville, OR. They manage $1,177,313,040 in 2,056 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,177
    MILLION
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $572,623
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, MA, NE, NV, OR, TX, UT, WA

Financial Advisors at Cutler Investment Group
Showing 1 - 10 of 10 top financial advisors.
1
Brooke C. Ashland
CRD#: 2762853
525 Bigham Knoll, Jacksonville, OR 97530

Brooke Ashland (CRD# 2762853) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 12 years of experience in the finance industry.

2
Christine R. Burkhart
CRD#: 6573001
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004

Christine Burkhart (CRD# 6573001) is an Investment Advisor Representative working at Cutler Investment Group in Bellevue, WA and has over 6 years of experience in the finance industry.

3
Tingwei Chiang
CRD#: 5112049
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004

Tingwei Chiang (CRD# 5112049) is an Investment Advisor Representative working at Cutler Investment Group in Bellevue, WA and has 1 year of experience in the finance industry.

4
Carol S. Fischer
CRD#: 4351369
525 Bigham Knoll, Jacksonville, OR 97530

Carol Fischer (CRD# 4351369) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 12 years of experience in the finance industry.

5
Randy S. Gardner
CRD#: 1780912
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004

Randy Gardner (CRD# 1780912) is an Investment Advisor Representative working at Cutler Investment Group in Bellevue, WA and has over 28 years of experience in the finance industry.

6
Jennifer A. Leroy
CRD#: 6111966
525 Bigham Knoll, Jacksonville, OR 97530

Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 11 years of experience in the finance industry.

7
Susan L. Niedwick
CRD#: 2916012
525 Bigham Knoll, Jacksonville, OR 97530

Susan Niedwick (CRD# 2916012) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 26 years of experience in the finance industry.

8
Erich M. Patten
CRD#: 4670959
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004

Erich Patten (CRD# 4670959) is an Investment Advisor Representative working at Cutler Investment Group in Bellevue, WA and has over 12 years of experience in the finance industry.

9
Matthew C. Patten
CRD#: 2762796
525 Bigham Knoll, Jacksonville, OR 97530

Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 20 years of experience in the finance industry.

10
Madison R. Raffensperger
CRD#: 6978761
525 Bigham Knoll, Jacksonville, OR 97530

Madison Raffensperger (CRD# 6978761) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has 1 year of experience in the finance industry.

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