Account Access | Sherpa Wealth Strategies, LLC

Home
Services
About Us
Resources
Blog
Contact
Account Access

ACCOUNT ACCESS

Our Process

Login to Your Account

Our History

Login to Your Account

Contact

Sherpa Wealth Strategies, LLC

Office: 541-633-7728

Toll-Free: 866-507-0745

Fax: 541-633-7759

19800 Village Office Court

Suite103

Bend, OR 97702

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Securities offered through LPL Financial. Member FINRA/SIPC.

Financial Planning offered through Sherpa Wealth Strategies, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

Investment products and services available only to residents of: AZ, CA, CO, IA, ID, IN, MD, MO, NH, NJ, OR, PA, SD, TX, VA, WA

Fee-based investment advisory services available only to residents of: AZ, CA, CO, IA, ID, IN, MD, MO, NH, NJ, OR, PA, SD, TX, VA, WA

Brian K. Stallcop is licensed to sell insurance products in the states of: CA, FL, IA, ID, MD, MO, NJ, OR, PA, SD, TX, WA

Sherpa Wealth Strategies, LLC, is a Registered Investment Advisor, licensed in Oregon. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exceptions are met.