EF
Edward J. Fandel
CETERA INVESTMENT ADVISERS LLC
MYRTLE POINT, OR 97458
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CRD#: 4505319
EF
Professional summary
Edward John Fandel, who also goes by Ed Fandel, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Myrtle Point, Oregon and CETERA WEALTH SERVICES, LLC located in Myrtle Point, Oregon.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Edward has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Fandel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Fandel Properties, LLC~'NIR'~614 Maple Street~Myrtle Point~OR~97458-1149~Rental Property Owner/Management~Owner/Sole Proprietor~7/1/2007~2hrs~0hrs~Manage rentals that fandel properties owns 2)John Fandel LLC~'NIR'~614 Maple Street~Myrtle Point~OR~97458-1149~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2006~170hrs~170hrs~Accounting and Tax Prep 3)POWERS PUBLIC SCHOOLS 31 FOUNDATION POSITION: Board Member NATURE: The foundation awards funds to Powers School employees to facilitate educational activities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2014 ADDRESS: PO Box 479, High School Hill, Powers OR 97466, United States DESCRIPTION: I am the current secretary and a voting board member of this organization. 4) MYRTLE POINT CHAMBER OF COMMERCE POSITION: Board Member NATURE: I attend board meetings as a voting member of the board of the Myrtle Point Chamber of Commerce. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 410 Spruce St, PO Box 265, Myrtle Point OR 97458, United States DESCRIPTION: I have no specific duties as a board member, other than to hear, consider and vote on matters of the chamber of commerce.I vote on chamber issues, such as new members or participation in community events. We do not vote on investment plans.? 5)COQUILLE VALLEY ACCOUNTING POSITION: owner NATURE: All information has been disclosed on the u-4. Coquille Valley Accounting is a DBA of John Fandel, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 614 Maple Street, Myrtle Point OR 97458, United States DESCRIPTION: All information has been disclosed on the u-4. Coquille Valley Accounting is a DBA of John Fandel, LLC. 6)WOODWARD CREEK, LLC POSITION: Partner NATURE: Four family members investing in properties. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2020 ADDRESS: PO Box 248, Powers OR 97466, United States DESCRIPTION: We decide as a group which properties to buy or sell.
CRS (Client Relationship Summary) - RIA
Click below to view Edward John Fandel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 614 Maple Street, Myrtle Point, OR 97458RIA
CRD#: 105644
MYRTLE POINT, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 614 Maple Street, Myrtle Point, OR 97458BD
CRD#: 13572
MYRTLE POINT, OR
Past
January 20, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Myrtle Point, OR
Past
November 18, 2003 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
MYRTLE POINT, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Illinois(9/5/2025)
RR
Oregon(9/5/2025)
IAR
Oregon(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
