BS
CFP
BS
CFP

Brenda Stein

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$371K average
Assets Under Management
$165.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brenda is a managing member of Pacific Crest Wealth Management, a DBA name used for investment advisory services. She also owns rental property through the Brenda Stein Trust and works as an agent selling fixed insurance, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Go Wealth Management
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Go Wealth Management
March 2024 - March 2024 · 0 mos
Next Financial Group, INC.
September 2023 - April 2024 · 7 mos
Next Financial Group, INC.Broker
September 2023 - April 2024 · 7 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - October 2023 · 3 yrs 4 mos
Seacrest Wealth Management, LLC
May 2018 - September 2023 · 5 yrs 4 mos
Edward Jones
February 2014 - May 2018 · 4 yrs 3 mos
Edward JonesBroker
November 2013 - May 2018 · 4 yrs 6 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.