Lee Van Pelt, Financial Advisor

FINANCIAL ADVISOR
Lee M Van Pelt

CFP®, AAMS™
2195 Broadway Ave, North Bend, OR 97459opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Healthcare Professionals
  • Military Professionals & Veterans
  • Utilities Sector Professionals

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Basketball
  • Volunteering
  • Personal Fitness
  • Yoga

Team Members

  • Alyssa Hathorn
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(541) 756-0854

Fax

(888) 705-5480

Office Address

2195 Broadway Ave
North Bend, OR 97459opens in a new window

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