Locke Paul Bielefeldt
Investment adviser representative at Evergreen Wealth Partners LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$405.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Evergreen Wealth Partners LLCAug 2025 to now
- Willamette Wealth Partners, LLCJan 2020 to Aug 2025
- LPL Financial LLCJul 2015 to Aug 2025
- Bielefeldt Financial Management, LLCMay 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Evergreen Wealth Partners LLC
$405.2MAssets managed
718Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5220747
- Firm CRD
- 335451