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Warren S

Series 63, Series 66

Ketchum, ID

Sila FInancial, LLC

Warren Schliiter is a financial advisor at Sila Financial, LLC with 55 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes long tenures at Kms Financial Services, Inc. and a self-employed insurance brokerage, with his current role at Sila Financial beginning in 2020. Sila Financial provides fee-based portfolio management and comprehensive wealth management services to individuals, businesses, qualified retirement plans, trusts, estates, and non-profit organizations. The firm constructs customized portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, emphasizing low-cost index options and selective active management.

Wealth management ESG / Sustainable investing Real estate investing
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