David
Glauser
Oregon Pacific Wealth Management
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About this Advisor
David Glauser is a certified financial planner working out of Medford, Oregon with a total of 6 years of relevant experience. Glauser is an advisor for Oregon Pacific Wealth Management. Over the course of their career, Glauser has held roles at Cetera Advisors LLC, Lpl Financial, LLC and Oregon Pacific Wealth Management, LLC. Glauser has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon and Washington. Oregon Pacific Wealth Management is a registered investment firm that has its headquarters in Medford, OR. The firm has a total of six financial advisors. It has $135 million in assets under management across its 506 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 506 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. Fees billed by Oregon Pacific Wealth Management most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oregon Pacific Wealth Management Brokerage Details
$135,000,000
6
506
$266,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Glauser Work History
David has been registered as a financial advisor for 6 years.*
Oregon Pacific Wealth Management, LLC
Lpl Financial, LLC
Cetera Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Glauser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oregon Pacific Wealth Management
Medford, OR
Medford, OR
Medford, OR
Medford, OR
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
