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Sommers Financial Management Employee Directory

Investment ManagementOregon, United States2-10 Employees

Sommers Financial Management has about 5 employees, all of them in North America. Sommers Financial Management's workforce held steady between January 2026 and November 2026.

Find Sommers Financial Management employees' phone numbers or email addresses

Sommers Financial Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Sommers Financial Management's Leadership

  • Lead Planner & Chief Investment Strategist at Sommers Financial Management
    A. S.
    Lead Planner & Chief Investment Strategist
    Mobile Phone
  • Branch Manager at Sommers Financial Management
    J. P.
    Branch Manager
    Mobile Phone
  • Certified Financial Planner™ Professional at Sommers Financial Management
    B. B.
    Certified Financial Planner™ Professional
    Mobile Phone

Sommers Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Sommers Financial Management

Name
Title
Contact
Location
Last Update
  • Lead Planner & Chief Investment Strategist at Sommers Financial Management
    A. S.
    Lead Planner & Chief Investment Strategist
    Mobile Phone
    United States, Arizona
    Oct 26, 2025
  • Branch Manager at Sommers Financial Management
    J. P.
    Branch Manager
    Mobile Phone
    United States, Oregon
    Oct 21, 2025
  • Certified Financial Planner™ Professional at Sommers Financial Management
    B. B.
    Certified Financial Planner™ Professional
    Mobile Phone
    United States, Oregon
    Jun 08, 2026

Frequently Asked Questions

How has Sommers Financial Management's workforce changed over the past year?

Minus sign iconPlus sign iconSommers Financial Management's workforce held steady between January 2026 and November 2026. Banking has stayed at 100% of profiles with a known department.

How many employees does Sommers Financial Management have currently?

Minus sign iconPlus sign iconSommers Financial Management has approximately 5 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Sommers Financial Management's key employees and leadership?

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As of November 2026, Sommers Financial Management's key employees include:

  • Lead Planner & Chief Investment Strategist: A. S.
  • Branch Manager: J. P.
  • Certified Financial Planner™ Professional: B. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Sommers Financial Management's most common email format?

Minus sign iconPlus sign iconSommers Financial Management employees' email format typically follows the pattern of First@sommersfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Sommers Financial Management email formats with LeadIQ.

What is Sommers Financial Management known for?

Minus sign iconPlus sign iconSommers Financial Management was founded in 2002 and operates in the Investment Management industry. You can contact Sommers Financial Management's main corporate office by phone at
+1-503-397-****
. Explore Sommers Financial Management's company overview page for more information.

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