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    Mr. Brian K. Stallcop, CFP®


    Sherpa Wealth Strategies LLC

    19800 Village Office Ct Ste 103
    Bend, OR 97702-1813
    View on Map (541) 633-7728

    Securities offered through LPL Financial, member FINRA/SIPC. Financial planning and investment advice offered through Sherpa Wealth Strategies, LLC, a registered investment advisor and separate entity from LPL Financial.

    Year CFP® Certification Received: 2007

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $250,000
    Languages: English
    Self-disclosed Focus Areas: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, 65-74, Generation X, Baby Boomers, 55-64
    Profession: Medical/Dental Professionals

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

    You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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