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Jeremiah Vickery

Advisor at LPL Financial

Updated today

Location

Emmett, ID 83617

Credentials

Series 63, Series 65

Industry experience

16 years

About

Jeremiah Vickery is a financial advisor with LPL Financial in Emmett, Idaho, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with MML Investor Services and MassMutual Life Insurance Company since 2010. Outside of his advisory role, Vickery is involved with Payette River Consulting, a business entity focused on tax and investment purposes. 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 wide range of investment solutions supported by an in-house research team and a large 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

2005 E Quail Run Rd Ste 1

Emmett, ID 83617

Most active in

Idaho

Work history

LPL Financial

2021 - Present (5 years)

MML investor services

2010 - Present (16 years)

Mass Mutual LIfe Insurance Company

2010 - Present (16 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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James C

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Eagle, ID

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James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

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Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

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Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Stephen S

CFP®, Series 63

Eagle, ID

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Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Passive / index investing Wealth management Retired Founder/Business Owner
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Kyle R

Series 63, Series 66

Middleton, ID

Abundance Financial Planning

Kyle Restad is a financial advisor at Abundance Financial Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Abundance Financial Planning since 2014. Abundance Financial Planning offers fee-only, advice-only financial planning and investment analysis services to individuals and high-net-worth clients. The firm provides non-discretionary, written recommendations focused on long-term investment principles and client goals, operating on flat and project-based fees without managing client assets directly.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Debbra D

CFP®, Series 63, Series 65

Eagle, ID

Dillon Financial Planning, Inc.

Debbra Dillon is a CFP® with six years of industry experience and the principal of Dillon Financial Planning, Inc. in Eagle, Idaho, where she has worked since 2005. She holds Series 63 and Series 65 licenses and operates as the sole advisor at her independent firm. Dillon Financial Planning, Inc. provides fee-only, as-needed financial planning and investment advice to individuals, families, high-net-worth individuals, trusts, estates, and business entities. The firm follows a fundamental, long-term buy-and-hold investment philosophy, emphasizing asset allocation and low-cost, no-load investment options, and offers services on an hourly or flat-fee basis without ongoing discretionary portfolio management.

Cash flow / budgeting Debt management General retirement planning General tax planning General estate planning guidance
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