Cobin Douglas Soelberg
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cobin D. Soelberg, Cobin Soelberg
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
GREELEY WEALTH MANAGEMENT | GREELEY WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Bend, ORMailing Address
320 Sw Century Drive Suite 405-298, Bend, OR 97702Phone Number
(541) 215-4476# of Employees
1Documents
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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.
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State Registrations and Notice Filings
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 Cobin Douglas Soelberg's CRS (Customer Relationship Summary).
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