Msp Wealth Management, LLC

Msp Wealth Management, LLC (CRD# 306522) is a financial advisory firm headquartered in Klamath Falls, OR. They manage $169,980,336 in 860 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
824 Pine Street, Klamath Falls, OR 97601
http://www.mspwealth.com/
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $197,652
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
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX

Financial Advisors at Msp Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Autumn Armbruster, financial advisor Klamath Falls OR
Autumn B. Armbruster
CRD#: 5534284
824 Pine Street, Klamath Falls, OR 97601

Autumn Armbruster (CRD# 5534284) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 12 years of experience in the finance industry.

2
Gerrin Degroot, financial advisor Klamath Falls OR
Gerrin P. Degroot
CRD#: 4817044
824 Pine Street, Klamath Falls, OR 97601

Gerrin Degroot (CRD# 4817044) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 19 years of experience in the finance industry.

3
Quinn Jackson, financial advisor Klamath Falls OR
Quinn Jackson
CRD#: 4847994
824 Pine Street, Klamath Falls, OR 97601

Quinn Jackson (CRD# 4847994) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 19 years of experience in the finance industry.

4
Andrew Peterson, financial advisor Klamath Falls OR
Andrew E. Peterson
CRD#: 4584023
824 Pine Street, Klamath Falls, OR 97601

Andrew Peterson (CRD# 4584023) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 20 years of experience in the finance industry.

5
Terrence Scroggin, financial advisor Klamath Falls OR
Terrence J. Scroggin
CRD#: 4583317
824 Pine Street, Klamath Falls, OR 97601

Terrence Scroggin (CRD# 4583317) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 21 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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