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Brian Debels is a financial advisor who has been active in the industry since 2002. Brian holds the Series 65 license and has been registered with Onedigital Investment Advisors since July 2024. Brian also worked with ASI Wealth Management & Consulting Services in Bend, Oregon from December 2021 and with Advisory Services & Investments, LLC in Bend, Oregon from August 2006. The advisor is currently registered in Oregon, California, Texas, and Washington. The advisor has worked with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, state and municipal governments, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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11/27/2024 - Present
Onedigital Investment Advisors (Bend OR)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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