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Timothy S Boostrom

Advisor at Benjamin F. Edwards & Company, Inc. — Kalama, WA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

26 years

Location

Kalama, WA

Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Total advisors

517

Across 153 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

Timothy Boostrom is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Stifel Financial, Stifel Independent Advisors, and Wells Fargo Advisors. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies in discretionary and non-discretionary managed solutions.

Client services

Based on Benjamin F. Edwards & Company, Inc.

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

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning flat fees charged in advance; must be agreed upon and can exceed $10,000 with manager approval.

Percentage

$0 - $250,000: 1.50% - 2.75% depending on program $250,000 - $500,000: 1.00% - 2.25% depending on program $500,000 - $1,000,000: 0.75% - 1.75% depending on program $1,000,000 - $2,500,000: 0.65% - 1.25% depending on program $2,500,000 - $5,000,000: 0.75% - 1.25% depending on program $5,000,000+: 0.65% - 0.75% depending on program

Commissions

Brokerage accounts pay commissions on transactions; also commission-based product sales outside advisory fees.

Project-based

Hourly consulting rates are available, specific rates negotiated with clients (e.g., $250/hour not specifically stated but typical).

Other

Account minimum: Varies by program and strategy, generally ranging from $5,000 to $160,000 depending on selected manager and strategy (e.g., $5,000 for some BFE-managed strategies; $25,000 - $40,000 for BFE financial advisor managed strategies; $10,000 - $100,000 for third-party managers). No single flat amount clearly stated. Minimum fee: Minimum annual fee of $125 applies to all BFE investment advisory accounts. Fee-only: Financial planning flat fees, investment and retirement plan consulting fees negotiated; typically flat fees or asset-based fees based on services.

Location

See office

Kalama, WA

Kalama WA

Advisors at this office

1

Most active in

Missouri · North Carolina · Washington

Work history

26 years of industry experience

Benjamin F Edwards & Co, Inc

2026 - Present • 1 year

St. Louis, MO

Stifel Financial

2026 - 2026 • 1 year

St. Louis, MO

Stifel Independent Advisors

2021 - 2026 • 5 years

St. Louis, MO

Wells Fargo Advisors

2010 - 2021 • 11 years

St Louis, MO

Wells Fargo Clearing

2008 - 2010 • 2 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

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John B

Series 63, Series 66

Longview, WA

Bryant Wealth Management, Inc.

John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Options & derivatives strategies General retirement planning General estate planning guidance Wealth management
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Damon G

CFP®, ChFC®, Series 63, Series 65

Longview, WA

Retirement Strategies

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Rebecca M

PFS™, Series 65

La Center, WA

Apforia

Rebecca Meats is a financial advisor at Apforia with seven years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apforia, she worked at Independent Progressive Advisors and Warga Asset Management, and she owns Rebecca E Meats CPA LLC, where she prepares tax returns and provides tax planning for individuals and businesses. Apforia serves primarily individual and high-net-worth clients through a team of about 10 advisors, offering investment management and comprehensive financial planning. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a combination of passive and active strategies and operates under a fee-only, fiduciary framework.

Wealth management Passive / index investing Active portfolio management
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Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has operated Freddy's Just for Halibut for 20 years and sells supplements independently through Tranont. Continental Investors Services primarily provides investment advisory and portfolio management services to individual retail clients, focusing on discretionary and non-discretionary account management with an emphasis on fixed income and municipal securities.

Wealth management
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Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor at Continental Investors Services, Inc. with 49 years of industry experience. He has held his current role since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the proprietor of NW Financial Service, a business dealing in life insurance. Continental Investors Services, Inc. provides investment advisory and portfolio management services mainly to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, with particular emphasis on securities management in fixed income and municipal markets.

Wealth management
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David R

Series 66

La Center, WA

Stirlingshire Investments

David Rutan is a financial advisor at Stirlingshire Investments in La Center, WA, holding a Series 66 license with 13 years of industry experience. He previously worked at Fisher Investments and Prudential Insurance Company of America, among other firms. Outside of advising, he owns an LLC that holds a creditor judgment, with collection managed by an attorney. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover services. The firm employs a range of investment instruments and analytical methods, managing most accounts on a discretionary basis while tailoring strategies to client profiles.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities
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