Cole R Willyard
Investment adviser representative at Oregon Pacific Wealth Management
11 yearsExperience
1 stateRegistered in
$156.3MFirm assets
5 yearsFirm in business
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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.
- Oregon Pacific Wealth ManagementSep 2026 to now
- Vita Planning Group LLCApr 2025 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Apr 2025
- US BankApr 2015 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Oregon Pacific Wealth Management
Legal name: Oregon Pacific Wealth Management, LLC
$156.3MAssets managed
272Clients
5Advisers
5 yearsIn 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
- 7528452
- Firm CRD
- 283958