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40 advisors near 99403
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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.
Sarah B
CFP®, Series 65
Colton, WA
Boldin Advisors
Sarah Busch is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boldin Advisors and previously worked at NewRetirement Advisors LLC and Northstar Financial Management, Inc. Outside of her advisory role, she is a 50% owner of a farming operation and a land holding company in Colton, WA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach using indexed mutual funds and ETFs. The firm offers planning through fixed, hourly, or ongoing engagements but does not manage client portfolios or hold client assets.
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.
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.
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.
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.
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.
Tracy K
Series 66
Lewiston, ID
D.A. DAVIDSON & Co.
Tracy Keller is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Outside of her advisory role, she works as an independent contractor providing store delivery services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.
Robert C
Series 63, Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Robert Clifford is a financial advisor at Osaic Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services Inc. Clifford serves as a board member of the Lewis Clark State College Foundation, where he monitors investments for the nonprofit’s scholarship fund. Osaic Advisory Services, LLC manages approximately $12.47 billion in client assets and serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of advisory services through a representative-driven model, combining in-house resources and external platforms to construct portfolios across multiple asset classes and investment strategies.
Daniel M
Series 66
Lewiston, ID
Osaic Advisory Services, LLC
Daniel Matoske is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, KMS Financial Services, and Wells Fargo Advisors. He also serves as an associate advisor at CA Financial Services, LLC, where he assists a senior advisor. 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, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.
Dustin Z
Series 66
Lewiston, ID
D.A. DAVIDSON & Co.
Dustin Zager is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson & Co. since 2016. The firm provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients, offering a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.
Guyla W
Series 66
Lewiston, ID
Empower Advisory Group
Guyla Walker is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates and Boise State University. Outside of financial services, her background includes roles in retail and hospitality, such as at Anchored Coffee Company and Starbucks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates in their planning approach.
John W
Series 63, Series 66
Lewiston, ID
Commonwealth Financial Network
John Weibler is a financial advisor with Commonwealth Financial Network in Lewiston, Idaho, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Commonwealth since 2005 and is also involved in entrepreneurial activities outside of finance, including co-owning an architectural plan service company. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.
Riley P
Series 66
Lewiston, ID
D.A. DAVIDSON & Co.
Riley Powe is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2018, following roles at Cuna Brokerage Services, Inc. and Potlatch No. 1 Federal Credit Union. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard.
Jerry V
Series 66
828 8 Th Ave, ID
Osaic Advisory Services, LLC
Jerry Van Ausdle is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, and KMS Financial Services. In addition to his advisory role, he is a licensed agent with CA Financial Services, where he assists clients in identifying insurance products to complement their investment portfolios. 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, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.
Dean R
Series 63, Series 66
Lewiston, ID
Edward Jones
Dean Roy is a financial advisor with Edward Jones in Lewiston, ID, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Drew M
CFP®, Series 66
Lewiston, ID
Edward Jones
Drew Melton is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at the Montana Department of Environmental Quality, Montana Board of Investments, Great Northern Hotel, and Carroll College. Melton also coaches high school football within the Lewiston and Bozeman School Districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.
David C
CFP®, Series 63, Series 65
Lewiston, ID
Cambridge Investment Research Advisors
David Crawford is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2009. He is based in Lewiston, Idaho, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he volunteers with the National Ski Patrol. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.
Wyatt B
Series 66
Lewiston, ID
STIFEL
Wyatt Baldwin is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Potlatch No. 1 Financial Credit Union for five years and at Walla Walla Community College. Baldwin serves as a board member for Jackson's Pay it Forward Foundation and is involved with the Boys and Girls Club of the Lewis Clark Valley Scholarship Committee. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Bradley M
Series 63, Series 66
Lewiston, ID
Edward Jones
Bradley Melton is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.
Chelsey S
CFP®, Series 66
Lewiston, ID
Cambridge Investment Research Advisors
Chelsey Snyder is a CFP® with two years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Lewiston, ID. Her prior work includes roles at Lohman Accounting PLLC and local school districts, and she has taken time as a stay-at-home parent. Outside of her advisory work, she owns an accounting and bookkeeping service and serves as a board member of the Lewiston Independent Foundation for Education and treasurer of the Lewiston Library Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing model-based and individualized investment strategies across multiple account platforms.
Corah C
Series 66
Clarkston, WA
Edward Jones
Corah Cassell is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, Cassell held roles in education and hospitality, including positions at Lee University and Champys Famous Fried Chicken. Cassell has also been involved with Snake Dancer Excursions for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large national network of financial advisors and branch offices.
Randy N
Series 66
Clarkston, WA
Morgan Stanley
Randy Norris is a financial advisor with Morgan Stanley in Clarkston, WA, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory services.
Gregory W
Series 66
Clarkston, WA
LPL Financial
Gregory Ward is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Jeff Feuerstein, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies. He is based in Clarkston, WA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Christian L
Series 63, Series 66
Clarkston, WA
Edward Jones
Christian Leer is a financial advisor with Edward Jones in Clarkston, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.
Trevor A
Series 66
Clarkston, WA
Edward Jones
Trevor Arnone is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member of the Tri State Hospital Foundation in Clarkston, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.
Patrick C
CFP®, Series 66
Clarkston, WA
Edward Jones
Patrick Cruser is a CFP® and holds a Series 66 license. He has 17 years of experience in the financial industry and has been with Edward Jones since 2008. He is based in Clarkston, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a network of more than 23,700 advisors nationwide.
Joseph T
Series 66
Lewiston, ID
STIFEL
Joseph Travis is a financial advisor with Stifel in Lewiston, Idaho, holding a Series 66 designation and 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Travis serves as a board member of the Lewis-Clark Valley Healthcare Foundation and is secretary of the Valley Off Road Bike Association, where he manages record-keeping for the nonprofit. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary methodologies for asset allocation and financial planning.
Scott B
Series 66
Lewiston, ID
STIFEL
Scott Baldwin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Baldwin serves on the boards of Twin County United Way and Jackson’s Pay It Forward Foundation, organizations focused on community fundraising and support for children facing medical crises. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing analyses to support client decision-making across various financial planning areas.
Jessica R
Series 66
Clarkston, WA
Edward Jones
Jessica Riehle is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Zions Bank and Vista Outdoor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Kendrick J
Series 66
Clarkston, WA
Edward Jones
Kendrick Jared is a financial advisor with Edward Jones in Clarkston, WA, holding a Series 66 designation and two years of industry experience. He previously served in multiple roles at Whitepine School District spanning from 2015 to the present. Jared also serves as the Region 2 1A Schools Representative on the board of the Idaho High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and offices.
Larry K
Series 63, Series 66
Lewiston, ID
Edward Jones
Larry Kopczynski is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advisory work, he is a self-employed electrical engineering consultant focusing on small projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.
Stephanie J
Series 66
Lewiston, ID
Raymond James & Associates
Stephanie Johnson is a financial advisor with Raymond James & Associates in Lewiston, ID. She holds a Series 66 designation and has 17 years of industry experience, including 15 years at Edward Jones before joining Raymond James. She serves as president of the WA-ID Volunteer Center board, which connects community members with volunteer opportunities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, with both non-discretionary and discretionary advisory programs.
Brian B
Series 66
Clarkston, WA
Edward Jones
Brian Bailey is a Series 66-credentialed financial advisor with Edward Jones in Clarkston, Washington, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he serves on the Asotin County Library Investment Committee and the Asotin-Anatone School District CE Steering Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.
Donald M
Series 63, Series 65
Clarkston, WA
LPL Financial
Donald Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he was the principal of Montgomery Group PLLC from 2013 to 2021 and held roles at Waddell & Reed, Inc. and various insurance carriers. He served on the St. Joseph Hospital Foundation Board from 2012 to 2016. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.
Brady A
Series 66
Clarkston, WA
Edward Jones
Brady Arnone is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Google and Yelp. Outside of finance, he is associated with Origen LLC, a restaurant business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large nationwide network of advisors and branch offices.
Kaitlyn P
Series 66
Lewiston, ID
Edward Jones
Kaitlyn Pimienta is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Scott A
Series 63, Series 66
Clarkston, WA
Edward Jones
Scott Arnone is a financial advisor with Edward Jones in Clarkston, WA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Arnone serves on the board of Tri State Hospital in Clarkston, WA, overseeing the hospital’s finances. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Jeremy D
Series 66
Clarkston, WA
Edward Jones
Jeremy Druffel is a financial advisor at Edward Jones in Clarkston, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Critical Power Products and Services and was involved with Norm Druffel and Sons, as well as Whitworth University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Brett S
Series 63, Series 65
Lewiston, ID
LPL Financial
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.
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40 advisors near 99403
Out of 400,000+ nationwide