Shane Michael Zenner

Advisor at Edward Jones — Mountain Home, ID North 3rd East

Updated today

Credentials

CFP®, Series 63

Experience

25 years

Location

Mountain Home, ID 83647

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Shane Zenner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds the Series 63 designation and is based in Mountain Home, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Mountain Home, ID North 3rd East

190 North 3rd East

Mountain Home ID 83647

Advisors at this office

2

Most active in

Idaho · Texas

Work history

25 years of industry experience

Edward Jones

2001 - Present • 25 years

St Louis, MO

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

Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Command Advisory Services and has also worked within related First Command entities since 2016. Outside of his financial advisory work, he has been involved with Indian Summer Golf and Country Club for over a decade. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, featuring model portfolios overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group in Mountain Home, Idaho, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at firms including The Vanguard Group and LPL Financial, and has held roles outside the financial sector including delivery driver positions with DoorDash and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Jared G

Series 66

Mountain Home, ID

First Command Advisory Services

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds a Series 66 designation and has four years of industry experience, including prior roles at Zenetex and Kay & Associates. He has been with First Command and its affiliated entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Ryan V

Series 66

Mountain Home, ID

LPL Financial

Ryan Valley is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously operated his own firms, Ryan Valley LLC and Ryan Valley, along with roles at Waddell & Reed, Inc. and various insurance carriers. Valley is also a notary public and managing member of Ryan Valley LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by proprietary and third-party research and employs a range of management and portfolio strategies.

College savings (529s, UTMA, etc.)
user avatar

Randy V

Series 63, Series 65

Mountain Home, ID

LPL Financial

Randy Valley II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and involvement with local business and community organizations in Mountain Home, ID. Outside of advising, he operates Valley's Local Raw Honey as a beekeeper. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting supported by research and model portfolios.

College savings (529s, UTMA, etc.)
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")