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Joseph S

Series 66

Boise, ID

Stonewell Financial Management LLC

Joseph Schneider is a financial advisor at Stonewell Financial Management LLC in Boise, ID, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Financial LLC and LeadVantage. Stonewell Financial Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients, focusing on customized portfolios primarily using low-cost mutual funds and ETFs. The firm employs a long-term investment approach with periodic rebalancing and operates as a fiduciary, maintaining continuous client contact while directing clients to an institutional custodian.

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