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CM

Charles R. Mcdonald

CRESSCILA WEALTH MANAGEMENT | Senior Vice President–Wealth Management
BEND, OR
Some features on this profile are disabled
CRD#: 4617537
CM

Professional summary

Charles Robert Mcdonald, CFP®, CPWA®, who also goes by Charles Mcdonald, Chuck Mcdonald, is a registered financial advisor currently at CRESSCILA WEALTH MANAGEMENT located in Bend, Oregon.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Charles has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases

Charles Mcdonald | Chuck Mcdonald

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Robert Mcdonald'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®
CFP®

Certified Financial Planner

Start date: 2008

CPWA®

Certified Private Wealth Advisor

Start date: 2018-12-07

Expire date: 2022-11-30

Experience

Current

February 2, 2026 - Present

CRESSCILA WEALTH MANAGEMENT

RIA
CRD#: 339914
BEND, OR
Past

March 10, 2003 - May 4, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SEATTLE, WA
Past

February 17, 2003 - December 31, 2024

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SEATTLE, WA
Past

January 16, 2003 - January 16, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SEATTLE, WA

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.

Highlighted states indicate IAR registrations

IAR
Oregon
(2/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2003
General Securities Representative Examination

Current Firm

CW
CRESSCILA WEALTH MANAGEMENT
CRESSCILA LLC | CRESSCILA WEALTH MANAGEMENT

CRD#: 339914 / SEC#:

Oregon
Registered Investment Advisory firm - (2/2/2026 Approved)
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Contact information

Main Address
Bend, OR
Mailing Address
Phone number
(206) 940-1635
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

CRESSCILA WEALTH MANAGEMENT

Senior Vice President–Wealth ManagementCRD#: 339914Bend, OR

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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