Practice Financial Group

Overview

Practice Financial Group is an SEC registered investment adviser based in Jacksonville, OR, registered since 2017. It reports $437M in assets under management across 1,984 accounts, with 28 employees. It has 7 investment adviser representatives.

Reported AUM

$437M

Discretionary

11%

Accounts

1,984

Average account

$22K

Employees

28

Advisory reps

7

Registered since

2017

Jurisdictions

19

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Nathan Eldon Williams Chief Executive Officer CRD 5551283
• Chad K Rogers Chief Operating Officer CRD 7342122
• Weston John Penkert Chief Compliance Officer CRD 7975253

Advisory reps 3 of 7

• Ryan William Fiegi Investment Adviser Rep CRD 7188274
• Kyler David Johnson Investment Adviser Rep CRD 7674296
• Ekaterina Anatolyevna Kostenko Investment Adviser Rep CRD 7033093

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

725 N 5th St Ste 200
Jacksonville, OR 97530

County

Jackson

Metro area

Medford, OR

Region

West

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: pfg-investments.com

Every state, with registration dates

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