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Cobin Soelberg

5 Years of Experience
Bend, OR

Cobin Soelberg is a registered investment advisor at Greeley Wealth Management, based in Bend, OR, with 5 years of industry experience. Cobin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 5 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Since 2019, Cobin works as an anesthesiologist at Bend Anesthesiology Group. This private practice position in Bend, OR, requires full-time hours.

Employment History
Current Registrations
Greeley Wealth Management
April 2020 - Present · 6 yrs 1 mo
State Registrations1 state
OR
Advisor

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
No exam information available for this advisor.
Cobin Soelberg - Financial Advisor | TrueAdvisor