user avatar

Janice K. Tymesen

Advisor at Wells Fargo Clearing — Coeur D'Alene, ID

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

26 years

Location

Coeur D'Alene, ID 83814

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,115

Across 1,524 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Janice Tymesen is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Investments, LLC from 2002 to 2011. Tymesen is involved in an e-commerce retail sales business, Do It Right LLC, based in Harrison, ID. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to guide investment decisions.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Coeur D'Alene, ID

2100 Northwest Blvd Ste 180

Coeur D'Alene ID 83814

Advisors at this office

6

Most active in

Idaho · Texas

Work history

26 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Coeur D'Alene, ID

Wells Fargo Investments, Llc

2002 - 2011 • 9 years

Coeur D'Alene, ID

Disclosures

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

Business activities & affiliations

user avatar

Darin H

Series 66, Series 7

Coeur D'Alene, ID

D.A. Davidson & Co.

Darin Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2005. Outside of his advisory role, Hayes is involved in publishing and marketing several books through his business ventures and participates in local politics as a precinct committeeman for the Kootenai County Republican Central Committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, combining qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Wealth management Retirement income strategy Active portfolio management Tax-loss harvesting Passive / index investing Founder/Business Owner Executive Financial Professional HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement Retired Mid-Career Professionals
user avatar

Benjamin M

Series 63, Series 66

Coeur D'Alene, ID

Momentum Wealth Strategies

Benjamin Miller is a financial advisor with LPL Financial in Coeur D Alene, ID, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2015 and founded Momentum Wealth Strategies in 2025, where he provides investment advisory services independently. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a wide range of investment solutions, combining in-house research, third-party managers, and customizable advisory arrangements delivered through a large network of investment adviser representatives.

Retirement income strategy Social Security optimization Business succession planning Long-term care insurance Founder/Business Owner Retired
user avatar

Steven C

Series 63, Series 65

Coeur D'Alene, ID

Salmon Bay Wealth Management, LLC

Steven Cole is a financial advisor at Salmon Bay Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. He has led Salmon Bay Wealth Management since 2014. Salmon Bay Wealth Management is an independent, single-advisor firm serving a limited number of individual and legal entity clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm offers financial planning, consulting, and discretionary asset management using fundamental and macro analysis across various instruments, including stocks, bonds, mutual funds, ETFs, REITs, and options, and employs strategies such as covered-call writing and margin transactions for suitable clients.

College savings (529s, UTMA, etc.) Debt management Options & derivatives strategies Retired Young Professionals
user avatar

Jason H

Series 65

Coeur D Alene, ID

Han Financial Consulting LLC

Jason Han is the principal of Han Financial Consulting LLC in Coeur D Alene, ID, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in multiple dental practices, including Coeur D Alene Dental Center and Aspen Dental. Han Financial Consulting LLC serves dental practice owners and their related entities by providing an integrated engagement that combines investment advisory services with bookkeeping, tax-planning support, fractional CFO functions, and S-corporation compliance. The firm’s investment approach uses long-term, low-cost, broadly diversified portfolios based on modern portfolio theory and offers fiduciary plan-level advisory services on a non-discretionary ERISA §3(21) basis as part of a bundled monthly retainer.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Dentist
user avatar

Evan M

Series 65

Coeur D'Alene, ID

McLachlan Investment Services LLC

Evan Mclachlan is the sole advisor at McLachlan Investment Services LLC in Coeur D'Alene, ID, holding a Series 65 credential with 15 years of industry experience. He has operated his independent advisory firm since 2010. McLachlan Investment Services LLC provides investment supervisory services to individuals, businesses, trusts, pension plans, and non-profit organizations, emphasizing long-term, diversified, and strategic portfolio management. The firm is notable for its work with pension and profit-sharing plans and offers pension consulting and institutional portfolio management services alongside its discretionary investment approach.

Passive / index investing
user avatar

Michael T

Series 63, Series 65

Hayden, ID

Aspen Grove Investment Management, LLC

Michael Thompson is the managing member of Aspen Grove Investment Management, LLC, an independent registered investment adviser based in Hayden, Idaho. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Thompson has led Aspen Grove since its founding in 2009. Aspen Grove Investment Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm offers custom portfolio management using fundamental, technical, and charting analysis, tailoring allocations to client-specific objectives and risk tolerances.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)