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Guy Larry Schoenborn Jr.

Advisor at LPL Financial — Rigby, ID

Updated today

Credentials

Series 66

Experience

14 years

Location

Rigby, ID

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Guy Schoenborn Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Pacific Northwest Wealth Management, where he is also involved in tax preparation and accounting services. Schoenborn maintains a business entity for tax and investment purposes associated with Tap Horn Ranch LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by proprietary and third-party research, using both discretionary and non-discretionary management approaches.

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

Rigby, ID

Rigby ID

Advisors at this office

1

Most active in

Idaho · Texas · Washington

Work history

14 years of industry experience

LPL Financial, llc

2024 - Present • 2 years

Vancouver, WA

Cetera

2024 - 2024 • 1 year

Schaumburg, IL

Pacific Northwest Wealth Management

2014 - Present • 12 years

Vancouver, WA

Pacific Northwest Tax & Accounting Services

2014 - Present • 12 years

Vancouver, WA

Cetera ADVISORS LLC

2014 - 2024 • 10 years

Denver, CO

Disclosures

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

Business activities & affiliations

Daniel G

CFP®

Idaho Falls, ID

Good Better Best Financial Planning LLC

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Business ownership considerations Family Business Gen Y/Millennials (Born 1980-1995)
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Dale N

Series 63

Rigby, ID

Asset & Retirement Management

Dale Norton Jr. is the sole advisor at Asset & Retirement Management in Rigby, ID, with 43 years of industry experience. He holds a Series 63 designation and has been with Asset & Retirement Management since 2005, following five years at Independent Financial Group. Additionally, he owns an accounting and tax preparation business that he operates alongside his advisory work. Asset & Retirement Management serves retail clients, managing individual accounts, trusts, retirement plans, and business accounts through discretionary portfolio management and financial planning. The firm primarily implements client portfolios via a third-party turnkey asset management platform, complemented by select use of Guggenheim mutual funds and Prudential annuity programs.

Wealth management Income planning Annuities Cash flow / budgeting
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Benjamin F

CFP®, Series 66

Idaho Falls, ID

Teton Crest Wealth Planning

Benjamin Fuhriman is a Certified Financial Planner® with eight years of industry experience, currently operating as the sole advisor at Teton Crest Wealth Planning in Idaho Falls, Idaho. He has previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of financial advising, Fuhriman serves as a precinct committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning provides portfolio management and comprehensive financial planning services primarily to individuals, trusts, and business entities. The firm’s approach includes fundamental analysis, quarterly reviews, and client reporting enabled by technology, with discretion offered in investment management and a planning process aligned with CFP® standards.

Options & derivatives strategies Cash flow / budgeting Debt management
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Christian M

CFP®, CFA®, Series 63

Idaho Falls, ID

Snake River Investment Counsel LLC

Christian Moon is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently at Snake River Investment Counsel LLC, where he has worked since 2017 through its predecessor entities. His previous roles include positions at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel provides advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs an asset allocation approach based on modern portfolio theory, utilizing mutual funds and ETFs, and offers discretionary management, financial planning, and consulting services.

Retirement income strategy General retirement planning Tax-loss harvesting
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Aaron F

CFP®, Series 65

Idaho Falls, ID

Snake River Investment Counsel LLC

Aaron Freeman is a CFP® with two years of industry experience, currently serving as an advisor at Snake River Investment Counsel LLC. He previously worked with KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners, among other roles. Outside of his advisory work, Freeman is involved with Consumer Direct, providing services to older adults and individuals with disabilities to help maintain their independence. Snake River Investment Counsel offers advisory services to individuals, trusts, estates, business entities, charitable organizations, and pension plans. The firm emphasizes an asset allocation approach aligned with modern portfolio theory, utilizing mutual funds and ETFs, and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Retirement income strategy General retirement planning Tax-loss harvesting
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Ryan C

Series 63, Series 66

Idaho Falls, ID

Integrity Financial Group

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at American United Life and OneAmerica Securities. Outside of advising, he owns and operates Coiner Land & Livestock, LLC, an agriculture and livestock business, as well as a motel in Chama, NM. Integrity Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to various investment solutions. The firm employs a multi-method investment approach and manages approximately $33 million in discretionary assets through a small advisory team.

ESG / Sustainable investing Real estate investing
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