Angel Investor Bend OR

Angel Investor in Bend, OR. Find phone numbers, addresses and information about Angel Investor in Bend.

Jay Kolar
Valentine Ventures, LLC
(541) 389-4148
550 SW Industrial Way, Bldg 2, Suite 201
Bend, OR
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Justin W. Rae, CFP®
(541) 617-6012
705 SW Bonnett Way Ste 1200
Bend, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Insurance Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Richard Clyde Margeson, Jr., CFP®
(541) 323-4000
231 SW Scalehouse Loop Ste 101
Bend, OR
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Long-Term Care, Retirement Planning, Risk Management

Data Provided by:
Kirby Reed Kleinsmith, CFP®
(541) 788-4362
20040 Old Rock House Rd
Bend, OR
Firm
Kleinsmith Resource Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Devin J Harrigan, CFP®
(541) 382-4847
975 SW Colorado Suite 200
Bend, OR
Firm
Ascent Capital Management LLC

Data Provided by:
Mr. Brian K. Stallcop, CFP®
(541) 633-7728
19800 Village Office Ct Ste 103
Bend, OR
Firm
Sherpa Wealth Strategies LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Eric J. White, CFP®
(541) 385-7089
755 SW Bonnett Way
Bend, OR
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Long-Term Care

Data Provided by:
Mrs. Suzanne E Johannsen, CFP®
(541) 389-2528
214 SE Vine Lane
Bend, OR
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Retirement Planning, Women's Finances

Data Provided by:
Mr. Erik Tobiason, CFP®
(541) 617-6033
705 SW Bonnett Way Ste 1200
Bend, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Scott D. Coonrod, CFP®
705 SW Bonnett Way Suite 1200
Bend, OR
Firm
Morgan Stanley Smith Barney

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