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Brett Michael Skorstad

Advisor at LPL Financial — Lewiston, ID Warner Ave

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Lewiston, ID 83501

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brett Skorstad is a financial advisor with LPL Financial based in Lewiston, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Lewiston, ID Warner Ave

1015 Warner Ave

Lewiston ID 83501

Advisors at this office

1

Most active in

Idaho

Work history

28 years of industry experience

Potlatch No 1 Financial Credit Union

2022 - Present • 4 years

Lewiston, ID

LPL Financial

2022 - Present • 4 years

Lewiston, ID

Morgan Stanley Private Bank, National Association

2015 - 2022 • 7 years

New York, NY

Morgan Stanley Smith Barney

2010 - 2022 • 12 years

Bellevue, WA

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
user avatar

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
user avatar

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
user avatar

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 Series 66-credentialed financial advisor with seven years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and currently serves at Osaic Advisory Services, LLC. Johnson is the owner of Johnson Financial Group and serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services through multiple program models with custody arranged primarily through Schwab and Fidelity, utilizing both proprietary guidance and third-party platforms and managers.

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. Clifford is an active member of the United States Coast Guard Auxiliary, where he volunteers in boating and water safety education and inspections, and he serves as treasurer for the Lewiston Elks Lodge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary guidance and third-party platforms.

Annuities
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