Banner Investment Services

Close-up of person looking at financial spreadsheets and using a calculator
Tonya Thompson, IAR & Investment Executive
Phone: 541-440-2627
Email: tonya.thompson@lpl.com
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 (IAR), Tonya Thompson values strategies that serve her clients today and through the years to come. She has worked in the financial industry for 26 years and stays current on matters that impact her clients.

Tonya’s health insurance training, for example, has made her an invaluable resource to people navigating the changing health care arena. She guides clients to make informed decisions on the timing and the use of resources such as Medicare, Social Security and personal retirement funds.

 

A customized approach

Tonya believes a diverse portfolio is the smart way to protect 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 expertise 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 health, life and long-term care
  • Investment planning

Businesses and nonprofit organizations

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

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.

Financial advisors disclosure

Check the background of investment professionals associated with this site on FINRA’s Broker Check.