Littlejohn Financial Services Inc.

Littlejohn Financial Services Inc. (CRD# 155113) is a financial advisory firm headquartered in Roseburg, OR. They manage $129,999,302 in 1,212 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2435 Nw Kline St., Suite 200, Roseburg, OR 97471
https://blubrry.com/truewealth/
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    1,212
    ACCOUNTS
  • Average Account Value
    $107,260
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, OR, TX, WA

Financial Advisors at Littlejohn Financial Services Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Justin Bruggeman, financial advisor Roseburg OR
Justin E. Bruggeman
CRD#: 6450779
2435 Nw Kline St., Suite 200, Roseburg, OR 97471

Justin Bruggeman (CRD# 6450779) is an Investment Advisor Representative working at Littlejohn Financial Services Inc. in Roseburg, OR and has over 8 years of experience in the finance industry.

2
Wesley Holt, financial advisor Salem OR
Wesley B. Holt
CRD#: 5761795
1695 Commercial St. Se, Salem, OR 97302

Wesley Holt (CRD# 5761795) is an Investment Advisor Representative working at Littlejohn Financial Services Inc. in Salem, OR and has over 14 years of experience in the finance industry.

3
Fred Littlejohn, financial advisor Roseburg OR
Fred D. Littlejohn
CRD#: 4322183
2435 Nw Kline St., Suite 200, Roseburg, OR 97471

Fred Littlejohn (CRD# 4322183) is an Investment Advisor Representative working at Littlejohn Financial Services Inc. in Roseburg, OR and has over 23 years of experience in the finance industry.

4
Matthew Dickson, financial advisor Roseburg OR
Matthew M. Dickson
CRD#: 7379964
2435 Nw Kline St., Suite 200, Roseburg, OR 97471

Matthew Dickson (CRD# 7379964) is an Investment Advisor Representative working at Littlejohn Financial Services Inc. in Roseburg, OR and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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