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Scott Douglas Baldwin

Advisor at STIFEL — Lewiston, ID

Updated today

Credentials

Series 66

Experience

26 years

Location

Lewiston, ID 83501

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Scott Baldwin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Baldwin serves on the boards of Twin County United Way and Jackson’s Pay It Forward Foundation, organizations focused on community fundraising and support for children facing medical crises. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing analyses to support client decision-making across various financial planning areas.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Lewiston, ID

Bollinger Financial Center 301 D Street, Suite C

Lewiston ID 83501

Advisors at this office

3

Most active in

Idaho · Texas

Work history

26 years of industry experience

STiFEL NICOLAUS & CO INC

2015 - Present • 11 years

Lewiston, 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

Ryan S

Series 63, Series 66

Lewiston, ID

Elite Financial, Inc.

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.

Tax-loss harvesting Cash flow / budgeting Wealth management
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Sarah B

CFP®, Series 65

Colton, WA

Boldin Advisors

Sarah Busch is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boldin Advisors and previously worked at NewRetirement Advisors LLC and Northstar Financial Management, Inc. Outside of her advisory role, she is a 50% owner of a farming operation and a land holding company in Colton, WA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach using indexed mutual funds and ETFs. The firm offers planning through fixed, hourly, or ongoing engagements but does not manage client portfolios or hold client assets.

General retirement planning Income planning Passive / index investing
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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
user avatar

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 Series 66-credentialed financial advisor with seven years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and currently serves at Osaic Advisory Services, LLC. Johnson is the owner of Johnson Financial Group and serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services through multiple program models with custody arranged primarily through Schwab and Fidelity, utilizing both proprietary guidance and third-party platforms and managers.

Annuities
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