Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Maximino B

Series 63, Series 65

Idaho Falls, ID

Key Investment Services LLC

Maximino Bautista Jr. is a financial advisor with Key Investment Services LLC in Idaho Falls, ID, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, First Interstate Bank, and KeyBank NA. Key Investment Services LLC serves a wide range of clients including individuals, trusts, estates, small businesses, and corporate clients through advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers alongside ongoing monitoring and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Skyeller H

Series 63, Series 65, Series 66

Idaho Falls, ID

Key Investment Services LLC

Skyeller Hill is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Kestra Investment Services, Wells Fargo Clearing Services, and Farmers Financial Solutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by non-binding financial professional recommendations and ongoing oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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")