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Brett Skorstad

Advisor at LPL Financial

Updated today

Location

Lewiston, ID 83501

Credentials

Series 63, Series 65

Industry experience

27 years

About

Brett Skorstad is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is currently associated with Potlatch No 1 Financial Credit Union in addition to his work at LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a wide network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1015 Warner Ave

Lewiston, ID 83501

Most active in

Idaho

Work history

Potlatch No 1 Financial Credit Union

2022 - Present (4 years)

LPL Financial

2022 - Present (4 years)

Morgan Stanley Private Bank, National Association

2015 - 2022 (7 years)

Morgan Stanley Smith Barney

2010 - 2022 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan S

Series 63, Series 66

Lewiston, ID

Elite Financial, Inc.

Ryan Skinner is a financial advisor with Elite Financial, Inc. in Lewiston, ID, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at LPL Financial LLC from 2009 to 2017 before joining Elite Financial. Outside of advising, he is involved in building a commercial property that includes his office space and leased commercial units. Elite Financial serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes tailored portfolios using mutual funds and ETFs, combining quantitative and qualitative analysis with modern portfolio theory, and manages a large asset base and client roster per advisor.

Tax-loss harvesting Cash flow / budgeting Wealth management
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Jeremy N

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Jeremy Nesset is a financial advisor at D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, Nesset serves as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a variety of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bradley R

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Bradley Rice is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, equity research, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Matthew W

CFP®, Series 66

Lewiston, ID

Commonwealth Financial Network

Matthew Weibler is a CFP® with 16 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2009. He also operates Weibler Financial & Retirement and is an artist who creates and sells metal sculptures through WeiblerSculptureWire. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brian J

Series 66

Lewiston, ID

Osaic Advisory Services, LLC

Brian Johnson is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Arbor Point Advisors and Securities America, Inc. Outside of his advisory work, Johnson serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run, where he supports event planning and fundraising. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base—including individuals, charities, corporations, and institutional entities—and offers a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities
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Richard C

Series 63, Series 65

Lewiston, ID

Osaic Advisory Services, LLC

Richard Clifford is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he volunteers with the United States Coast Guard Auxiliary conducting boating and water safety classes and serves as a search pilot with the Nez Perce County Sheriff’s Air Posse. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutions. The firm offers a range of managed account programs, third-party consulting, financial planning, and lending solutions, utilizing both in-house and external platforms to construct portfolios across various asset classes.

Annuities
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