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Martin Richard Ledgerwood

ELLIOTT-LEDGERWOOD & COMPANY·KLAMATH FALLS, Oregon
SIE, Series 7, Series 24, Series 63, Series 65CFP27 years registeredELLIOTT-LEDGERWOOD & COMPANY
810 MAIN STREET, KLAMATH FALLS, OR 97601CRD# 2696876Firm CRD# 14797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Richard Ledgerwood · KLAMATH FALLS, OR
Registration
CRD #2696876 · ELLIOTT-LEDGERWOOD & COMPANY · 27 years registered
Brand Profile
Not yet started
01

Career History

D.A. DAVIDSON & CO.
Aug 2012 – present
SOUTH VALLEY WEALTH MANAGEMENT
Dec 1998 – Aug 2012
KLAMATH FALLS, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 31, 1998
Years registered · 27
Professional designation · CFP
03

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ELLIOTT-LEDGERWOOD & COMPANY
CRD 14797 · SEC 801-61535
AUM
$86M
Regulatory assets under management
Employees
11
295 client accounts
Services offered by ELLIOTT-LEDGERWOOD & COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Martin Richard Ledgerwood offer?
Martin Richard Ledgerwood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KLAMATH FALLS, Oregon for a consultation.
What are Martin Richard Ledgerwood's credentials?
Martin Richard Ledgerwood holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Martin Richard Ledgerwood located?
Martin Richard Ledgerwood is based in KLAMATH FALLS, Oregon, working with ELLIOTT-LEDGERWOOD & COMPANY. Their office serves clients in the KLAMATH FALLS metropolitan area and surrounding communities.
How does Martin Richard Ledgerwood charge for services?
Martin Richard Ledgerwood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLIOTT-LEDGERWOOD & COMPANY?
ELLIOTT-LEDGERWOOD & COMPANY has approximately 11 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELLIOTT-LEDGERWOOD & COMPANY

Clark Dean Pederson
KLAMATH FALLS, OR
CFP
Richard Steven Ledgerwood
KLAMATH FALLS, OR

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Research
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