Willamette Wealth Partners is a financial planning and investment management firm based in Eugene, Oregon. We are a locally owned and operated business with over 25 years of collective experience in personal financial services. We are focused on providing you with a relationship that fosters growth, security and independence.
LPL Financial is the largest independent broker-dealer* in the United States. They are the company that provides us with the systems that allow us to run our office. The services they provide to us include technology, custody of investments and regulatory compliance. Doug has over 20 years experience in the financial services industry, and has earned two bachelor's degrees from Oregon State University.
LPL Financial is the largest independent broker-dealer* in the United States. They are the company that provides us with the systems that allow us to run our office. The services they provide to us include technology, custody of investments and regulatory compliance. Doug has over 20 years experience in the financial services industry, and has earned two bachelor's degrees from Oregon State University.
Reviews (1)
BrightStar Care Of Lane County
Jan 27, 2020
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We've been working with Locke Bielefeldt for a few years. His sunny disposition and solid knowledge on investing is second to none. He advises myself, my husband and now is working with our son to navigate the investing world. He is organized and keeps us updated with a monthly newsletter and quarterly check in emails. We appreciate his ability to remember out details and to explain things with visuals, sometimes a few times until we understand. Thank you Locke, we know we are in good hands. - Jennifer Ensminger, Owner of BrightStar Care of Lane County.
