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Alan R. Rexius
Alan R. Rexius, CIMA®
Consulting Group
Senior Vice President - Wealth Management
Senior Investment Management Consultant
975 Oak Street
Suite 300
Eugene, OR 97401
tel: 541-341-3411
toll free: 800-345-5501
fax: 541-342-2291
Email Me
Welcome Honors Education Associations Services Experience
Welcome

The financial services industry is becoming more and more complex. So, too, are the financial choices available to each individual investor. In today''s world, it is a competitive advantage to have a team of financial advisors for sound financial advice and thoughtful, comprehensive investment planning.

The Erwin Martin Rexius Group at Morgan Stanley Smith Barney serves investors willing to commit to a team approach of systematically matching ones goals and objectives to a comprehensive, customized strategy delivered on a discretionary fee based platform.
Honors and Recognitions
  • Premier Advisor's Council
  • Senior Consultant's Council
  • Chairman's Council
  • President's Council
  • Blue Chip Council
  • Beta Gamma Sigma
    University of Oregon
Education and Licensing
  • Certified Investment Strategist, 2002
    Stern School of Business
    New York University
    New York, NY
  • Certified Investment Management AnalystSM, 1999
    Wharton School of Business
    University of Pennsylvania
    Philadelphia, PA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Business Administration and Management Study
    University of Oregon
    Eugene, OR
Associations
  • Association of Professional Investment Consultants (APIC)
  • Investment Management Consultants Association (IMCA)
  • Citizen Steering Committee for Lane Community College
    Eugene, OR
  • Lane County YFC - Board of Directors
  • Rexius Inc. - Board of Directors
  • Emerald Kid Sports - Past Board of Directors
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • Endowments and Foundations
  • Corporations
Business Experience
  • 1992 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Consultant
    Eugene, OR
  • 1972 - 1992: Rexius Forest By-Products, Inc.
    Senior Vice President
    Director
    Eugene, OR
Bulletin Board
  • Employing asset allocation within your investment portfolio is key to producing desired long-term returns and reducing undesired volatility.
Alan R. Rexius is licensed in the following state(s): AZ, CA, CO, FL, HI, IL, KS, MA, MD, MI, MO, ND, NM, NV, NY, OR, PA, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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