Locke Paul Bielefeldt
CFP®Professional Summary
Locke Paul Bielefeldt, CFP® is a registered financial advisor currently at EVERGREEN WEALTH PARTNERS LLC located in Eugene, Oregon. Locke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Locke has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Estate Planning
- Retirement Planning
- Social Security Planning
- Comprehensive Financial Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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CETERA INVESTMENT ADVISERS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
EVERGREEN WEALTH PARTNERS LLC | WILLAMETTE WEALTH PARTNERS | HARRIS FINANCIAL
Contact Information
Main Address
104 Westview Park Place Suite 100, Kalispell, MT 59901Phone Number
(406) 862-4400# of Employees
9SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,792AUM (Assets Under Management)
$405,219,640Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EVERGREEN WEALTH PARTNERS LLC | WILLAMETTE WEALTH PARTNERS | HARRIS FINANCIAL
State Registrations and Notice Filings
(8/28/2025)
(10/2/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Locke Paul Bielefeldt's CRS (Customer Relationship Summary).
Services Offered by Locke
- Retirement Income Management
- Estate Planning
- Retirement Planning
- Social Security Planning
- Comprehensive Financial Planning
- Investment Planning
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CETERA INVESTMENT ADVISERS LLC
