Locke Bielefeldt is a CFP-designated registered investment advisor at Evergreen Wealth Partners LLC, based in Eugene, OR, with 10 years of industry experience. Locke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 718 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually based on scope, complexity, and assets managed. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
895 Country Club Rd, Suite A150, Eugene, OR, 97401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Locke is associated with Bielefeldt Financial Mgmt Corp., doing business as Willamette Wealth Partners, since 2018. This is Locke's LPL business and takes nearly full-time, with 100 hours dedicated to securities trading.
Employment History
Current Registrations
Evergreen Wealth Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Adam Coughlin, CFPEvergreen Wealth Partners LLC
- Stephen Allen, CFPRoehl & Yi Investment Advisors, LLC
- David Bonebrake, CFPCommonwealth Financial Network
- Margo Werner, CFP44 Wealth Management LLC
- Scott Sanders, CFPIntegrity Wealth LLC
- Craig Leonard, CFPEdward Jones