Investment Advisor Representative

Eugene & Springfield

Kate Lange profile
Kate Lange

Investment Advisor Representative
Cetera Investment Services

(541) 744-9722 Phone
(800) 452-9515 x 9722 Toll Free
(541) 744-9707 Fax

3660 Gateway St.
Springfield, OR 97477

5000 Main St.
Springfield, OR 97477

3701 West 11th Ave.
Eugene, OR 97402

I joined Northwest Investment Services team in 1999. Since then I have been working with our branches and staff to provide our members with holistic financial services in all aspects of their life.

The most important role I have as a financial consultant is to recognize our member’s unique circumstances, the challenges they face, and the vision they have for themselves and their family. I help members develop and maintain their personalized financial road map, which could help lead to a gratifying and secure financial future.

My philosophy in assisting members in constructing their investment portfolio is to use a prudent and balanced investment approach, with risk management foremost in my mind. I believe this is the key to working toward achieving sustainable and desirable results over long term.

Some of the key areas I consult members in are:

  • Retirement Savings
  • College Savings
  • Insurance
  • Estate Planning
  • 401(k) Review
  • Tax-Advantage Investing

I received my Master’s Degree from the University of Oregon. I hold the certification of “Chartered Retirement Planning Counselor” and have completed the CFP Certification Professional Education Program by the College of Financial Planning.

On my personal side, I enjoy exploring the wonderful planet earth, both close or far with my husband and teenage son. Our family is passionately involved in many outdoor activities that we are so fortunate to have all around us in Oregon.

Check the background of these investment professionals.