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CS

Cambrianne Staskal

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CRD#: 4798208
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cambrianne Staskal, who also goes by Cambrianne Gawlowski, was a registered financial professional .

Cambrianne is a previously registered financial professional and started their career in finance in 2004. Cambrianne had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cambrianne Gawlowski

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)EAGLE WEALTH MANAGEMENT - VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - BEND, OR - SINCE 07/2008 - INVESTMENT RELATED 2)CNC LLC - Secretary- Personal real estate holdings- Since 7/2006

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 20, 2019 - August 24, 2023

MY LEGACY ADVISORS, LLC

RIA
CRD#: 290675
BEND, OR
Past

November 16, 2017 - March 20, 2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
BEND, OR
Past

February 11, 2016 - November 17, 2017

SII INVESTMENTS, INC.

RIA
CRD#: 2225
BEND, OR
Past

February 11, 2016 - November 17, 2017

SII INVESTMENTS, INC.

BD
CRD#: 2225
BEND, OR
Past

March 7, 2013 - February 12, 2014

SII INVESTMENTS, INC.

RIA
CRD#: 2225
BEND, OR
Past

March 7, 2013 - February 12, 2014

SII INVESTMENTS, INC.

BD
CRD#: 2225
BEND, OR
Past

July 21, 2008 - March 17, 2011

SII INVESTMENTS, INC.

RIA
CRD#: 2225
BEND, OR
Past

July 18, 2008 - March 17, 2011

SII INVESTMENTS, INC.

BD
CRD#: 2225
BEND, OR
Past

April 15, 2005 - July 21, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
BEND, OR
Past

November 23, 2004 - July 21, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
BEND, 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".
ML
MY LEGACY ADVISORS, LLC
EAGLE WEALTH MANAGEMENT, INC. | TRUE WEALTH GROUP | MY LEGACY ADVISORS, LLC | MUNKEBY KRAMER

CRD#: 290675 / SEC#: 801-112049

RIA
Registered Investment Advisory firm - (11/16/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/3/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ML
MY LEGACY ADVISORS, LLC
EAGLE WEALTH MANAGEMENT, INC. | TRUE WEALTH GROUP | MY LEGACY ADVISORS, LLC | MUNKEBY KRAMER

CRD#: 290675 / SEC#: 801-112049

RIA
Registered Investment Advisory firm - (11/16/2017 Approved)
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Contact information


Main Address
35 Nw Hawthorne Ave, Bend, OR 97703
Mailing Address
Phone number
(541) 330-0220
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2024 ADV 2A BROCHURE (9/25/2025)

Regulatory assets under management


Total Number of Accounts332
AUM (Assets Under Management)$ 333,069,946

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.

Company Information


MY LEGACY ADVISORS, LLC

CRD#: 290675

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