Salem Heights Plaza 

Phone: 503-364-0950

Toll Free: 800-258-7077

Promontory Financial Center

Phone: 503-362-0334

Kimberly J. Harris, CWS

Photo of team member
Kimberly J. Harris, CWS

Financial Advisor and Branch Manager

In January of 2015 Kimberly became a Partner at Great Oak Advisors, and is currently serving as a Financial Advisor and Branch Manager. Kimberly's work with teachers and state employees has given her a broad understanding of the PERS retirement system.

Kimberly began her career in the investment industry in 1997. She enjoys bringing value to relationships by being attentive to one's needs, and working to understand the challenges most of us are faced with when striving to meet our financial and retirement goals.  Whether you are a new investor wondering if you're ready to take that first step, a pre-retiree toying with the idea of retiring soon, or a seasoned investor enjoying time out on the golf course or tennis court, Kimberly looks forward to providing you with excellent service, and building a deeper relationship with you.

Kimberly lives in Salem with her husband, Courtney, and their four children, Caitlyn, Katarina, KyLee and Claire. She enjoys both the camaraderie of the office environment and the time spent raising her beautiful daughters.
 

Professional, education and community involvement:

Certified Wealth Strategist - CWS

General Securities Principal - Series 24

Oregon Insurance Licenses – Life, Health and Variable

Securities Registrations – Series 7

Blue Sky and Investment Advisor Licenses – Series 66

Member and Volunteer – St. Anne Orthodox Church

Member – Salem Chamber of Commerce

Chemeketa Community College – AA Degree

__________________________________________________________________________________________________

 

Financial Advisor

Photo of team member

Financial Advisor and Branch Manager

Financial Advisor

Photo of team member

Financial Advisor

Photo of team member

Financial Advisor

Photo of team member

Financial Advisor

Photo of team member

Financial Advisor

Photo of team member

Office Manager and Financial Advisor

Photo of team member

Office Assistant

Securities and advisory services offered through Cetera Advisors LLC, member FINRASIPC.  Cetera is under separate ownership from any other named entity.

Great Oak Financial Group mailing address: PO Box 3937, Salem, OR 97302

Office at Salem Heights Plaza: 3468 Liberty Rd S, Salem, OR 97302

Office at Promontory Financial Center: 864 Promontory Pl SE, Salem, OR 97302

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | Cetera Advisors ]

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved