Oregon Pacific Wealth Management

Oregon Pacific Wealth Management (CRD# 283958) is a financial advisory firm headquartered in Florence, OR. They manage $25,181,667 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $242,131
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Oregon Pacific Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
David L. Glauser
CRD#: 4512990
3250 Hillcrest Park Drive, Suite 100, Medford, OR 97504
96
Wealthminder
score

David Glauser (CRD# 4512990) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has over 15 years of experience in the finance industry. David Glauser 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.

2
Andrew B. Corradetti
CRD#: 2897487
3250 Hillcrest Park Drive, Ste 100, Medford, OR 97504
93
Wealthminder
score

Andrew Corradetti (CRD# 2897487) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has over 20 years of experience in the finance industry.

3
Audrey R. Creak
CRD#: 3071911
1365 Highway 101, Florence, OR 97439
93
Wealthminder
score

Audrey Creak (CRD# 3071911) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Florence, OR and has over 15 years of experience in the finance industry.

4
Kevin J. Groves
CRD#: 5714436
1365 Highway 101, Florence, OR 97439
93
Wealthminder
score

Kevin Groves (CRD# 5714436) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Florence, OR and has over 8 years of experience in the finance industry.

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