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

Ryan W

CFP®, Series 63, Series 66

Coeur D'Alene, ID

LPL Financial

Ryan Weber is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020. Prior to that, he held roles at Lincoln Investment, Capital Analysts Incorporated, and Pacific Southwest Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

James C

Series 63, Series 65

Coeur D' Alene, ID

LPL Financial

James Chapkis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes long-term roles with Raymond James Financial and its associated services, as well as a position at Edward Jones. He is also involved with Starmus in Coeur D’Alene, ID in a business capacity unrelated to investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Bradley M

Series 63, Series 65

Couer D'Alene, ID

LPL Financial

Bradley Marshall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and Strategic Wealth Advisors Group, LLC, and has been associated with LPL Financial in various capacities since 2005. Outside of his advisory role, he is the owner of THRIVE LINE LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael K

Series 63, Series 66

Coeur D Alene, ID

LPL Financial

Michael Kazmer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Kazmer also maintains a business entity for tax and investment purposes in Santa Barbara, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Michael C

Series 66

Coeur D'Alene, ID

LPL Financial

Michael Christiansen is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding a Series 66 credential and 26 years of industry experience. He previously worked at Edward Jones for nine years and Merrill for three years. Christiansen also has a role at Amare Global in addition to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)