ABOUT US

MEET OUR TEAM

John Strassman, CFP ®

  • Financial Advisor since 1986
  • Certified Financial Planner TM professional since 1994
  • Securities Registrations & Insurance Licenses held in 9 US States
  • Series 7, 6, and 63 held with LPL Financial
  • CRD# 1590015

 

STRATEGIC ALLIANCES

Financial Advocates

Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.

For more information about Financial Advocates, visit www.financialadvocates.com

LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

Let's talk about what is important to you

John Strassman, CFP
777 SW Mill View Way, Ste 200
Bend, OR 97702
541-306-4570
john@yourlegacymatters.com

Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Strassman & Associates Wealth Management are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, HI, ID, MA, OR, WA