#1Koenig Investment Advisory, LLC
KOENIG INVESTMENT ADVISORY, LLC
Serves this area from Ashland, OR (44 mi)
Retirement Plan Advisors in Siskiyou County, CA
The top-ranked retirement plan advisors serving Siskiyou County, CA are Koenig Investment Advisory, LLC, Cutler Investment Group and Oregon Pacific Wealth Management. We list 6 retirement plan advisors serving Siskiyou County, CA. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Siskiyou County, CA. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Siskiyou County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Koenig Investment Advisory, LLC | SEC-registered investment adviser (CRD)#311422 | Ashland, OR (44 mi) | (541) 608-0551 |
| 2 | Cutler Investment Group | SEC-registered investment adviser (CRD)#128483 | OR | (541) 770-9000 |
| 3 | Oregon Pacific Wealth Management | SEC-registered investment adviser (CRD)#283958 | Medford, OR (53 mi) | (541) 858-0166 |
| 4 | Jones & Associates Premier Financial Solutions | SEC-registered investment adviser (CRD)#152930 | Jacksonville, OR (55 mi) | (541) 500-4321 |
| 5 | Practice Financial Group | SEC-registered investment adviser (CRD)#289256 | Jacksonville, OR (55 mi) | (541) 973-2602 |
| 6 | Rubicon Advisors | SEC-registered investment adviser (CRD)#174447 | Redding, CA (71 mi) | (530) 223-5357 |
#2Cutler Investment Group
CUTLER INVESTMENT COUNSEL, LLCServes this area from OR#3Oregon Pacific Wealth Management
OREGON PACIFIC WEALTH MANAGEMENT, LLCServes this area from Medford, OR (53 mi)#4Jones & Associates Premier Financial Solutions
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLCServes this area from Jacksonville, OR (55 mi)#5Practice Financial Group
PFG INVESTMENTS, LLCServes this area from Jacksonville, OR (55 mi)#6Rubicon Advisors
RUBICON ADVISORS, GPServes this area from Redding, CA (71 mi)
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Frequently asked questions
How many retirement plan advisors serve Siskiyou County?
We list 6 retirement plan advisors serving Siskiyou County, CA: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Siskiyou County?
The top-ranked retirement plan advisors serving Siskiyou County, CA are Koenig Investment Advisory, LLC, Cutler Investment Group, Oregon Pacific Wealth Management, Jones & Associates Premier Financial Solutions and Practice Financial Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Siskiyou County are verified against official records?
6 of the top 6 match an active official record: Koenig Investment Advisory, LLC (U.S. Securities and Exchange Commission), Cutler Investment Group (U.S. Securities and Exchange Commission), Oregon Pacific Wealth Management (U.S. Securities and Exchange Commission), Jones & Associates Premier Financial Solutions (U.S. Securities and Exchange Commission) and Practice Financial Group (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Yreka, Mount Shasta, Weed, Lake Shastina, Dunsmuir, Montague, McCloud, Happy Camp, Tulelake, Dorris, Fort Jones, Etna, Grenada, Hornbrook, Greenview, Carrick, Mount Hebron, Gazelle, Macdoel, Edgewood, Tennant