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Wendi Elizabeth Ouellette

Arbor Point Advisors

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About Wendi Elizabeth Ouellette

Wendi Ouellette is a financial advisor at Arbor Point Advisors. Wendi has over 20 years of experience in the financial services industry. Wendi is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, Series 7, and Series 66 licenses. Wendi is registered with the state of Oregon as an Investment Advisor Representative. Wendi’s experience and expertise in the financial services industry are valuable assets to Arbor Point Advisors and its clients.

Firm Information

Wendi Ouellette is currently registered with Arbor Point Advisors. Arbor Point Advisors, headquartered in LAVISTA, NE, is a financial advisor managing over $6.93 billion in assets for 28,010 clients. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. They also offer educational seminars and selection of other advisors. They operate under the SEC number 801-77135 and participate in wrap fee programs.
Arbor Point Advisors

12325 PORT GRACE BLVD.

LAVISTA, NE 68128

$6.93B

Assets Under Management

81

Total Clients

121

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wendi Ouellette’s Registration & Firm History

OR

11/06/2020 - Present

Arbor Point Advisors (PORTLAND OR)

OR

11/06/2020 - 06/14/2024

SECURITIES AMERICA, INC. (PORTLAND OR)

OR

12/07/1999 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 04/06/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendi Elizabeth Ouellette.
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