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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
26 years
Location
Kalama, WA
Benjamin F. Edwards & Company, Inc.
Enterprise
Timothy Boostrom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a CFP® designation and over 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Financial, and Wells Fargo Advisors. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm provides a range of investment management and financial planning services, offering both model-based and customized strategies with ongoing due diligence and rebalancing.
Based on Benjamin F. Edwards & Company, Inc.
Based on Benjamin F. Edwards & Company, Inc.
Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum
$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)
Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.
Financial Planning hourly rate $300/hour
Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value
Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.
Kalama, WA
Kalama WA
Advisors at this office
1
Missouri · North Carolina · Washington
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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 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.
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.
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.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.
Series 66
La Center, WA
Stirlingshire Investments
David Rutan is a financial advisor at Stirlingshire Investments in La Center, WA, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and Prudential Insurance Company of America. Outside of advising, he owns an LLC that holds a judgment and is managed through legal collection efforts. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities without a firmwide account minimum. The firm employs a variety of analytical methods and investment strategies, managing accounts on a discretionary basis and offering access to third-party and proprietary model portfolios.
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