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Charles Douglas Bales

WHITE WATER WEALTH MANAGEMENT, LLC·VIDA, Oregon
SIE, Series 7, Series 63, Series 65Clean record23 years registeredWHITE WATER WEALTH MANAGEMENT, LLC
45632 MCKENZIE HWY., VIDA, OR 97488CRD# 1897315Firm CRD# 169233

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Douglas Bales · VIDA, OR
Registration
CRD #1897315 · WHITE WATER WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

WHITEWATER WEALTH
Dec 2013 – present
WELLS FARGO ADVISORS, LLC
Jan 2006 – Dec 2013
EUGENE, OR
CITIGROUP GLOBAL MARKETS INC.
Apr 2003 – Feb 2006
EUGENE, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 23, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITE WATER WEALTH MANAGEMENT, LLC
CRD 169233 · SEC 801-78843
AUM
$18M
Regulatory assets under management
Employees
1
35 client accounts
Services offered by WHITE WATER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 WHITE WATER WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Charles Douglas Bales offer?
Charles Douglas Bales specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIDA, Oregon for a consultation.
What are Charles Douglas Bales's credentials?
Charles Douglas Bales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Douglas Bales located?
Charles Douglas Bales is based in VIDA, Oregon, working with WHITE WATER WEALTH MANAGEMENT, LLC. Their office serves clients in the VIDA metropolitan area and surrounding communities.
How does Charles Douglas Bales charge for services?
Charles Douglas Bales'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 WHITE WATER WEALTH MANAGEMENT, LLC?
WHITE WATER WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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