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Welcome to Oregon Pacific Financial Advisors, Inc. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up or individualized responses to consumers in a particular state to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA Rep requirements, or pursuant to an applicable state exemption or exclusion. Investments products and services available only to residents of: Oregon (OR), California (CA), Washington (WA), Idaho (ID), Arizona (AZ), Wisconsin (WI), Indiana (IN), Ohio (OH), West Virginia (WV) and Florida (FL).
Advisory Services offered through Oregon Pacific Financial Advisors, Inc.. Securities offered through United Planners Financial Services of America, Member FINRA and SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.
