Unclaimed Profile

Andrew Benedict Corradetti

OREGON PACIFIC WEALTH MANAGEMENT, LLC·MEDFORD, Oregon

Series 7, Series 63, Series 65Clean record27 years registeredOREGON PACIFIC WEALTH MANAGEMENT, LLC

3250 HILLCREST PARK DRIVE, MEDFORD, OR 97504CRD# 2897487Firm CRD# 283958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Benedict Corradetti · MEDFORD, OR

Registration

CRD #2897487 · OREGON PACIFIC WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

OREGON PACIFIC WEALTH MANAGEMENT

Jan 2024 – present

OREGON PACIFIC WEALTH MANAGEMENT

Jun 2016 – Dec 2023

Medford, OR

SECURE INVESTMENT MANAGEMENT, LLC

Nov 2013 – Oct 2014

TUCSON, AZ

WESPAC ADVISORS, LLC

May 2012 – Dec 2016

RENO, NV

WESPAC ADVISORS, LLC

Jun 2009 – Jul 2010

ORINDA, CA

FUSION ASSET MANAGEMENT, LLC

Feb 2008 – Dec 2012

RENO, NV

WESPAC ADVISORS, LLC

Oct 2007 – Oct 2008

RENO, NV

CHARLES SCHWAB & CO., INC.

Jun 1999 – Jan 2005

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 24, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OREGON PACIFIC WEALTH MANAGEMENT, LLC

CRD 283958 · SEC 801-122222

AUM

$155M

Regulatory assets under management

Employees

541 client accounts

Services offered by OREGON PACIFIC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OREGON PACIFIC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Benedict Corradetti offer?

Andrew Benedict Corradetti specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, Oregon for a consultation.

What are Andrew Benedict Corradetti's credentials?

Andrew Benedict Corradetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Benedict Corradetti located?

Andrew Benedict Corradetti is based in MEDFORD, Oregon, working with OREGON PACIFIC WEALTH MANAGEMENT, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.

How does Andrew Benedict Corradetti charge for services?

Andrew Benedict Corradetti's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OREGON PACIFIC WEALTH MANAGEMENT, LLC?

OREGON PACIFIC WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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