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Justin Cole Aulds

Advisor at AssuredPartners Investment Advisors — Eagle, ID

Updated today

Credentials

Series 66

Experience

2 years

Location

Eagle, ID 83616

AssuredPartners Investment Advisors logo

AssuredPartners Investment Advisors

Multi-team

Total advisors

30

Across 15 offices

Clients per advisor

61 Typical

Avg AUM per client

$691,949 Typical

HNW client ratio

21% Typical

About

Justin Aulds is a financial advisor with AssuredPartners Investment Advisors holding a Series 66 license and two years of industry experience. Prior to joining AssuredPartners, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of finance, he works as an independent contractor for DoorDash. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Client services

Based on AssuredPartners Investment Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Referrals to unaffiliated investment advisers, college planning

Expertise

Based on AssuredPartners Investment Advisors

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning and consulting fixed annual fee between $500 and $20,000; flat annual fee possible for employee benefit plan advisory services.

Commissions

Certain supervised persons receive commission compensation for insurance and securities product sales (outside advisory accounts).

Project-based

Financial planning and consulting up to $250 per hour.

Other

Fee-only: Financial planning and consulting fixed annual fee between $500 and $20,000, and hourly rate up to $250 per hour.

Location

See office

Eagle, ID

971 E. Winding Creek Dr.

Eagle ID 83616

Advisors at this office

1

Most active in

Idaho

Work history

2 years of industry experience

Private Client Services

2024 - Present • 2 years

Eagle, ID

Assured Partners

2024 - Present • 2 years

Eagle, ID

AssuredPartners Investment Advisors, LLC

2024 - Present • 2 years

Eagle, ID

Kestra Advisory

2024 - 2024 • 1 year

Nashville, IL

Kestra Investment Services, LLC

2024 - 2024 • 1 year

Nashville, IL

Unemployed

2023 - 2024 • 1 year

Tempe, AZ

Kestra Investment Services, LLC

2023 - 2023 • 1 year

Nashville, IL

DoorDash

2022 - Present • 4 years

Tempe, AZ

RoadHouse Cinemas

2021 - 2021 • 1 year

Scottsdale, AZ

Arizona State University

2020 - 2023 • 3 years

Tempe, AZ

Unemployed

2020 - 2020 • 1 year

Nashville, IL

Reid Painting

2020 - 2020 • 1 year

Ashley, IL

Haertling's Extermination

2019 - 2020 • 1 year

Nashville, IL

Tom Speedie Attorney at Law

2019 - 2019 • 1 year

Nashville, IL

Kaskaskia Community College

2016 - 2020 • 4 years

Centralia, IL

Nashville Community Highschool

2016 - 2020 • 4 years

Nashville, IL

Unemployed

2013 - 2019 • 6 years

Nashville, IL

Disclosures

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

Business activities & affiliations

Brennain V

Series 65

Boise, ID

Hoeven Wealth

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Robert C

CFP®, Series 66

Eagle, ID

Summit Wealth and Retirement Partners

Robert Cucchiaro is a CFP® certificant and Series 66 licensee with 23 years of experience in the financial industry. He is currently a financial advisor at Summit Wealth and Retirement Partners, where he has worked since 2012, and has prior experience with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. In addition to his advisory role, he is involved in financial advisor coaching through Financial Advisor Field Guide and has a partial ownership in a tax services business. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm employs risk-based, diversified portfolios primarily using no-load mutual funds and ETFs, offers financial planning and pension consulting services, and is affiliated with a separate accounting practice providing tax and enrolled-agent services.

General retirement planning Charitable giving tax strategies Cash flow / budgeting Tax strategies for small businesses
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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

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
user avatar

Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

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
user avatar

Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

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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