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CS

Cobin D. Soelberg

GREELEY WEALTH MANAGEMENT
Bend, OR
Some features on this profile are disabled
CRD#: 7223358
CS

Professional summary

Cobin Douglas Soelberg, who also goes by Cobin D. Soelberg, Cobin Soelberg, is a registered financial advisor currently at GREELEY WEALTH MANAGEMENT located in Bend, Oregon.

Cobin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cobin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cobin D. Soelberg | Cobin Soelberg

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 Cobin Douglas Soelberg'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®
None

Experience

Current

April 14, 2020 - Present

GREELEY WEALTH MANAGEMENT

RIA
CRD#: 307081
Bend, OR

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
(4/14/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2019
Uniform Investment Adviser Law Examination

Current Firm

GW
GREELEY WEALTH MANAGEMENT
GREELEY WEALTH MANAGEMENT | GREELEY WEALTH MANAGEMENT, LLC

CRD#: 307081 / SEC#:

Oregon
Registered Investment Advisory firm - (4/14/2020 Approved)
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Contact information

Main Address
Bend, OR
Mailing Address
320 Sw Century Drive Suite 405-298, Bend, OR 97702
Phone number
(541) 215-4476
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

GREELEY WEALTH MANAGEMENT

CRD#: 307081Bend, OR

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