Market Information Delayed 20 Minutes
Robert E. Main
Senior Vice President
Financial Advisor
Portfolio Manager
Financial Advisor
Portfolio Manager
tel: (425) 453-7734
toll free: (888) 236-5525
fax: (425) 453-3467
Professional Details
- 1980 - present: Morgan Stanley Smith Barney
Senior Vice President
Portfolio Manager / Financial Advisor
Bellevue, WA - Bachelor of Science - Business Administration
University of Oregon
Eugene, OR - Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 5 - Interest Rate Options
- Series 15 - Foreign Currency Options
- Registered Options Principal
- Life and Health Insurance Licensed
Robert E. Main
is licensed in the following state(s):
AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA
Lance D. Rummel, CFP
Second Vice President
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
tel: (425) 453-3498
toll free: (800) 426-3348
fax: (425) 453-3467
Professional Details
- 2006 - present: Morgan Stanley Smith Barney
Financial Advisor
Bellevue, WA - 2005 - 2006: County Financial
Registered Investment Advisor
Albany, OR - Bachelor of Science
Business Administration, Finance
Oregon State University
Corvallis, OR - Guided Portfolio Management Designation
- Financial Planning Associate Designation
- Certified Financial Planner Certification
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 3 - National Commodity Futures - Life and Health Insurance Licensed
- Lance Armstrong Foundation
LIVESTRONG Challenge Donor
LIVESTRONG Challenge Participant - Professional Association of Diving Instructors
Divemaster - Junior Achievement of Washington
Company Program Mentor
Redmond HS; Redmond, WA - New Traditions
Board Member
Treasurer
Seattle, WA
Lance D. Rummel, CFP
is licensed in the following state(s):
AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA
Jan Main
Financial Advisor
tel: (425) 453-7735
toll free: (800) 426-3348
fax: (425) 453-3467
Professional Details
- 1983 - present: Morgan Stanley Smith Barney
Financial Advisor
Bellevue, WA - 1974 - 1983: The Bulletin Newspaper
Retail Advertising Manager
Bend, OR - Oregon State University
Corvallis, OR - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 5 - Interest Rate Options
- Life and Health Insurance Licensed
- Animal Shelter of the Wood River Valley
Board of Directors
Jan Main
is licensed in the following state(s):
AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA
Brenda F. Campbell
Registered Associate
Financial Planning Associate
Financial Planning Associate
tel: 425.453.3487
fax: 425.453.3467
Professional Details
- 1998 - present: Morgan Stanley Smith Barney
Registered Associate
Financial Planning Associate
Bellevue, WA - 1993 - 1997: Administrative Systems / Balanced Program Inc.
Account Representative
Seattle, WA - Bachelor of Arts - Psychology
University of Washington
Seattle, WA
Seattle Preparatory School
Alumnus - Financial Planning Associate Designation
- Series 7, 63 & 66 Licensed
Life & Disability Insurance Licensed
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

