Banner Investment Services - Tonya Thompson

Close-up of person looking at financial spreadsheets and using a calculator
Tonya Thompson, LPL Investment Advisor Representative and LPL Financial Advisor
Phone: 541-440-2627
Address: 555 SE Kane St., Roseburg, Oregon
Assisted by Shelly Highley: 541-440-2628, Toll Free: 866-770-2441


As an LPL Investment Advisor Representative, Tonya Thompson values strategies that serve her clients today and through the years to come. She has worked in the financial industry for more than 30 years and stays current on matters that impact her clients.


A customized approach

Tonya believes a diverse portfolio is the smart way to preserve and grow your nest egg, though she has no preset ideas about the ideal investment mix for you. Rather, she takes time to understand your needs, interests and goals, as well as your comfort with various investments, and applies her experience to develop a thoughtful, personalized strategy for you.

Analytical and detail-minded, Tonya blends compassion with candor in discussing delicate matters such as end-of-life planning. She will gladly consult your attorney or tax advisor with the goal to maximize efficiencies for your income level.


A path to your future

Tonya welcomes the opportunity to develop a customized investment strategy for you. She is based in Roseburg, Oregon, and regularly meets with clients throughout Douglas and Coos Counties.


A qualified, trusted representative

Certifications: FINRA Series 7, 24, 31, 51, 63 and 66, registered through LPL Financial
Long-Term Care Insurance License: Oregon
Health Insurance License: Oregon and California
LPL Investment Advisor Representative and State Securities Registrations: Arizona, California, Colorado, Montana, Nebraska, North Dakota, Oklahoma, Oregon, Texas, Utah, Virginia, Washington and Wyoming


Areas of focus:

Families and individuals

  • Retirement planning
  • Insurance planning, including life and long-term care
  • Investment planning

Businesses and nonprofit organizations

  • Retirement planning
  • Insurance planning, including life and long-term care
  • Investment planning

The financial advisors at Banner Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member SIPC | FINRA Insurance products offered through LPL Financial or its licensed affiliate. Insurance products are offered through LPL Financial or its licensed affiliates. Banner Bank and Banner Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Financial advisors disclosure

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with resident of the following states: AK, AZ, CA, CO, DC, FL, HI, IA, ID, KY, MI, MN, MO, MT, ND, NE, NJ, NV, NY, OH, OK, OR, PA, PR, TX, UT, VA, WA, WY

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA.


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