Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
Robert N
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Robert Nash is a financial advisor with Continental Investors Services, Inc. in Longview, Washington. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at B. Riley Wealth Management and Hilltop SECURITIES, INC. He has been with Continental Investors Services since 2020. Continental Investors Services provides investment advisory and portfolio management primarily to individual retail clients, focusing on discretionary and non-discretionary securities account management rather than comprehensive financial planning. The firm has a team of nine advisors and emphasizes fixed income and municipal market trading.
Daniel W
Series 63, Series 65, Series 66
Caldwell, ID
Continental Investors Services, Inc.
Daniel Wells is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.
Matthew B
Series 66, Series 63
Caldwell, ID
Continental Investors Services, Inc.
Matthew Brassfield is a financial advisor at Continental Investors Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Continental Investors Services, he worked for Gooding Farms Inc. for ten years. Continental Investors Services is a team-based firm that provides investment advisory and portfolio management services primarily to individual retail clients. The firm emphasizes securities management and trading, including fixed income and municipal markets, with a focus on discretionary and non-discretionary investment account management.
Betty T
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Betty Trembley is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on discretionary and non-discretionary investment account management rather than comprehensive financial planning. The firm emphasizes securities management and trading, including fixed income and municipal markets, and operates as a registered investment adviser in all 50 states.
Slater H
Series 66
Caldwell, ID
Continental Investors Services, Inc.
Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.
Michelle E
Series 63, Series 65
Longview, WA
Continental Investors Services, Inc.
Michelle Elo is a financial advisor with Continental Investors Services, Inc. in Longview, WA. She holds Series 63 and Series 65 registrations and has 29 years of industry experience, having worked at Continental Investors Services since 1995. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and fixed income and municipal markets.
Daryl M
Series 65, Series 63
Renton, WA
Continental Investors Services, Inc.
Daryl Miller is a financial advisor with Continental Investors Services, Inc. in Renton, WA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience. Prior to joining Continental Investors Services in 2019, he worked for Sweetwater Investments, Inc. for 12 years. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading in fixed income and municipal markets.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters