895 Country Club Road Ste A-150
Eugene, Oregon
97401 United States

541-343-1420

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About


Locke Bielefeldt, LPL Financial Planner

541-343-1420
541-343-1415

Locke is our newest addition to the office. Locke grew up watching his father in the financial planning business, and witnessing the impact a financial planner can have on client’s lives. It was this experience that drew Locke to seek a BBA in Finance at The University of Portland. Prior to joining the office Locke worked as a financial consultant for small businesses, and most recently held the position of CFO at Otoharmonics Corporation, a medical device design and manufacturing company in Portland, OR.

Erin Ely

Branch Operations Manager

541-343-1420
541-343-1415

Erin Ely is our Branch Operations Manager. Erin grew up in Albuquerque, NM and has been living in Oregon since 1980. She comes to us with a diverse background, with a Bachelor of Science degree in Forest Management from Oregon State University and a Bachelor of University Studies from the University of New Mexico. Erin spent 10 plus years as a Forester on the Willamette National Forest before starting her family with Doug in 1990.

Erin is an eclectic, gregarious, and outgoing person. She enjoys the outdoors bird watching, and spending time with her friends and family; husband, Doug and their kids Maggie and Locke. Before joining Doug at LPL Financial, Erin spent 15 years as a stay-at-home mom and professional volunteer, raising money for non-profit organizations, writing grants and organizing events. She is passionate about organic and local foods and volunteers her time with Slow Money South Willamette Valley.

As Branch Operations Manager she assists Doug and his clients, as well as handling the daily operations of the office including client services, marketing and advertising.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

Douglas Bielefeldt - LPL Registered Principal

895 Country Club Road Ste A-150, Eugene, Or 97401 United States

We are registered to sell Securities in the following state(s): Arizona, California, Florida, Idaho, Illinois, Michigan, Nevada, New Mexico, North Carolina, North Dakota, Oregon, Texas, Washington, Wisconsin

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