OREGON PACIFIC FINANCIAL ADVISORS INC
CRD #110176 SEC #801-122218 MEDFORD, OR 541-772-1116
SEC Registered
Total AUM
$157.1M
Discretionary
$131.4M
Employees
7
Clients
11
Accounts
615
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STANDLEY, ROYAL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STANDLEY, ROYAL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STANDLEY, ROYAL, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STANDLEY, ROYAL, RAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STANDLEY, ROYAL, RAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STANDLEY, ROYAL, RAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STANDLEY, ROYAL, RAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STANDLEY, ROYAL, RAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STANDLEY, ROYAL, RAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HEDSTROM, KENNETH, GERALD | I | VICE PRESIDENT | D | Control |
| HEDSTROM, KENNETH, GERALD | I | VICE PRESIDENT | D | Control |
| TODD, DONALD, ANGUS | I | PRESIDENT | D | Control |
| TODD, DONALD, ANGUS | I | PRESIDENT | D | Control |
| TODD, DONALD, ANGUS | I | PRESIDENT | D | Control |
| TODD, DONALD, ANGUS | I | PRESIDENT | D | Control |
| TODD, DONALD, ANGUS | I | PRESIDENT | D | Control |
| GAU, THOMAS, BENSON | I | VICE PRESIDENT | C | Control |
| TODD, DONALD, ANGUS | I | PRESIDENT | C | Control |
| HEDSTROM, KENNETH, GERALD | I | SECRETARY | B | Control |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
210 WEST 8TH STREETMEDFORD, OR 97501-3171
United States
Phone: 541-772-1116