Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Careywood, ID
Rightoak Asset Management, LLC
Team
Justin Johnson is a financial advisor at Rightoak Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Gradient Securities, LLC and the State of Michigan. Outside of his advisory role, he is a personal fitness trainer through his own business, High Calling Fitness LLC, and serves as CEO of a cigar company, 1689 Holdings. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm focuses on strategic asset allocation and long-term value investing, incorporating a mix of equities, fixed income, mutual funds, ETFs, and alternative investments.
Based on Rightoak Asset Management, LLC
Based on Rightoak Asset Management, LLC
Financial planning services fixed fees ranging from $2,000 to $10,000; Estate planning fees fixed (amount varies with complexity, fees paid at engagement); Seminar fees up to $200 per attendee.
Financial planning fees up to $400/hour; consulting services hourly fees variable.
Account minimum: $250,000 Fee-only: Financial planning services offered under fixed fee arrangements ($2,000 to $10,000) or hourly fees up to $400/hour; consulting services offered on hourly or fixed fee basis.
Careywood, ID
Careywood ID
Advisors at this office
1
Idaho · Texas
2 years of industry experience
Rightoak Asset Management
2025 - Present • 1 year
Grand Ledge, MI
Gradient Securities, LLC
2024 - 2025 • 1 year
Arden Hills, MN
Dominion Protection LLC
2024 - Present • 2 years
Sumas, WA
State of Michigan
2014 - 2025 • 11 years
Lansing, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Priest River, ID
LPL Financial
Elizabeth Glazier is a financial advisor with LPL Financial and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Edward Jones, Idaho Forest Group, and Thorne Research. She is also involved with Electrends LLC, operating Cottonwood Cove RV Park in Priest River, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.
Series 66
Priest River, ID
Edward Jones
Seth Callos is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory work, he serves on the board of the Priest River Development Corporation and assists with a local food cart business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.
Series 63, Series 65
Bayview, ID
Wells Fargo Clearing
Eric Soles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 21 years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.
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.
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”)