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Ryan Skinner

Advisor at Elite Financial, Inc.

Updated today

Location

Lewiston, ID 83501

Credentials

Series 63, Series 66

Industry experience

24 years

About

Ryan Skinner is a financial advisor with Elite Financial, Inc. in Lewiston, ID, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at LPL Financial LLC from 2009 to 2017 before joining Elite Financial. Outside of advising, he is involved in building a commercial property that includes his office space and leased commercial units. Elite Financial serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes tailored portfolios using mutual funds and ETFs, combining quantitative and qualitative analysis with modern portfolio theory, and manages a large asset base and client roster per advisor.

Client services

Based on Elite Financial, Inc.

Financial planning Portfolio management

Expertise

Based on Elite Financial, Inc.

Tax-loss harvesting Cash flow / budgeting Wealth management

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Fee options

Percentage

1.50% per year (flat rate, may be discounted)

Commissions

Insurance product commissions earned by representatives, separate from advisory fees.

Project-based

Up to $250 per hour for financial planning and consulting services.

Location

739 Bryden, Suite B

Lewiston, ID 83501

Most active in

California · Idaho · Texas · Washington

Work history

Elite Financial, Inc.

2017 - Present (9 years)

LPL Financial

2009 - 2017 (8 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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Jeremy N

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Jeremy Nesset is a financial advisor at D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, Nesset serves as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a variety of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bradley R

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Bradley Rice is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, equity research, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Matthew W

CFP®, Series 66

Lewiston, ID

Commonwealth Financial Network

Matthew Weibler is a CFP® with 16 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2009. He also operates Weibler Financial & Retirement and is an artist who creates and sells metal sculptures through WeiblerSculptureWire. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brian J

Series 66

Lewiston, ID

Osaic Advisory Services, LLC

Brian Johnson is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Arbor Point Advisors and Securities America, Inc. Outside of his advisory work, Johnson serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run, where he supports event planning and fundraising. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base—including individuals, charities, corporations, and institutional entities—and offers a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities
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Richard C

Series 63, Series 65

Lewiston, ID

Osaic Advisory Services, LLC

Richard Clifford is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he volunteers with the United States Coast Guard Auxiliary conducting boating and water safety classes and serves as a search pilot with the Nez Perce County Sheriff’s Air Posse. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutions. The firm offers a range of managed account programs, third-party consulting, financial planning, and lending solutions, utilizing both in-house and external platforms to construct portfolios across various asset classes.

Annuities
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Tracy K

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Tracy Keller is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Outside of her advisory role, she works as an independent contractor providing store delivery services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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