Locke P. Bielefeldt

EVERGREEN WEALTH PARTNERS LLC

EUGENE, OR 97401

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CRD#: 5220747

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.

Question & Answer

What are your service offerings?

Retirement Income Management

Estate Planning

Retirement Planning

Social Security Planning

Comprehensive Financial Planni...

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

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) Licensed insurance agent; Not investment-related; Eugene, Oregon 97401; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Locke Paul Bielefeldt's CRS (Customer Relationship Summary).

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: 2018

Experience

Current

August 28, 2025 - Present

EVERGREEN WEALTH PARTNERS LLC

Office #1: 895 Country Club Rd Suite A150, Eugene, OR 97401

RIA

CRD#: 335451

EUGENE, OR

Past

September 1, 2015 - September 3, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

EUGENE, OR

Past

July 24, 2015 - September 3, 2025

LPL FINANCIAL LLC

CRD#: 6413

EUGENE, 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".

EVERGREEN WEALTH PARTNERS LLC

EVERGREEN WEALTH PARTNERS LLC | WILLAMETTE WEALTH PARTNERS | HARRIS FINANCIAL

CRD#: 335451 / SEC#: 801-132887

RIA

Registered Investment Advisory firm - (5/30/2025 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.

Highlighted states indicate IAR registrations

IAR

Oregon
(8/28/2025)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 8/31/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2015

General Securities Representative Examination

Current Firm

EVERGREEN WEALTH PARTNERS LLC

EVERGREEN WEALTH PARTNERS LLC | WILLAMETTE WEALTH PARTNERS | HARRIS FINANCIAL

CRD#: 335451 / SEC#: 801-132887

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

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Contact information

Main Address

104 Westview Park Place Suite 100, Kalispell, MT 59901

Mailing Address

Phone number

(406) 862-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERGREEN WEALTH DISCLOSURE BROCHURE (9/22/2025)

Regulatory assets under management

Total Number of Accounts	1,590
AUM (Assets Under Management)	$ 360,110,990

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Locke P. Bielefeldt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Locke Paul Bielefeldt's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN WEALTH PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

EVERGREEN WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/24/2015

Current Firm

EVERGREEN WEALTH PARTNERS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERGREEN WEALTH PARTNERS LLC

TRUST BUT VERIFY

Contact information

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