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574 advisors near
83687
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Out of 400,000+ nationwide
Eric B
Series 66
Meridian, ID
Inspire Advisors, LLC
Eric Boyum is a financial advisor with Inspire Advisors, LLC in Caldwell, Idaho, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial LLC for 10 years before joining Inspire Advisors. Boyum is also an author and public speaker on faith-based investing, donating all royalties from his book to a nonprofit supporting families in poverty in Africa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs managed by an affiliated entity.
Scott S
Series 66
Meridian, ID
B.O.S.S. Retirement Advisors, LLC
Scott Swanson is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at several firms including Northwestern Mutual Wealth Management Company and LPL Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, focusing on diversified allocations through model portfolios and external managers while offering ongoing oversight and client support.
Kent O
Series 66, Series 63
Meridian, ID
Clear Creek Financial Management, LLC
Kent Owings is a financial advisor at Clear Creek Financial Management, LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Tree City Advisors, LLC and Thrivent Financial. Outside of his advisory work, he owns a hobby business making and selling stone jewelry. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and other entities, offering asset management and financial planning with an investment process that incorporates fundamental, technical, and cyclical analysis alongside algorithmic consulting through its Helios Quantitative Research arm.
Eugene O
Series 65
Boise, ID
HBW Advisory Services LLC
Eugene Oswald is a financial advisor at HBW Advisory Services LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to joining HBW, he has been the owner of Perfect Pages since 2006, a business focused on the sales of remanufactured toners and printer/copier repair. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor along with institutional and intermediary services, including sub-advisory arrangements and retirement-plan subscription services.
Donald T
Series 65
Eagle, ID
Altitude Capital Management LLC
Donald Tuttle is a Series 65-licensed financial advisor with Altitude Capital Management LLC in Eagle, Idaho. He has been with Altitude Capital since 2025 and has 16 years of experience running Tuttle Insurance & Financial Services. Outside of advisory work, he is also an insurance agent based in Meridian, Idaho, dedicating a significant portion of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm employs an individualized investment approach focused on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.
Trevor M
Series 65
Meridian, ID
Inspire Advisors, LLC
Trevor Miller is a financial advisor with Inspire Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and previously worked in education and corporate roles, including positions at The Ambrose School and Cloudwords/Welocalize. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, including fundamental and quantitative analysis, while offering discretionary and non-discretionary portfolio management, financial planning, and consulting services.
Timothy A
Series 63, Series 65
Meridian, ID
Inspire Advisors, LLC
Timothy Abernathy is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Primerica Advisors and PFS Investments Inc., as well as entrepreneurial ventures in pool service and related businesses. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.
Kevin A
CFP®, Series 63, Series 65
Eagle, ID
American Independent Securities Group, LLC
Kevin Andrews is a CFP® with 22 years of industry experience, currently serving at American Independent Securities Group, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Eagle, Idaho. Outside of his advisory role, Andrews coaches a competitive youth soccer team and is a partner and director at Eagle Financial Group, where he is involved in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and offers access to various custodial and advisory platforms.
Eric S
ChFC®, Series 63
Eagle, ID
Momentum Independent Network Inc.
Eric Schindler is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Momentum Independent Network Inc. since 2025 and previously spent nine years at LPL Financial, LLC. Momentum Independent Network Inc. serves individual, corporate, and institutional clients through investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines asset allocation, quantitative, fundamental, and technical analysis within both discretionary and non-discretionary structures.
Shawn W
CFP®, Series 63, Series 66
Eagle, ID
IP Financial Advisory Services LLC
Shawn Webb is a CFP® professional at IP Financial Advisory Services LLC with 26 years of industry experience. He has held roles at Pacific Crest Wealth Management and Cetera Advisors LLC, among others. Webb is the owner and president/CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and also facilitates client referrals to third-party investment advisors.
Russell P
Series 63, Series 65
Eagle, ID
American Independent Securities Group, LLC
Russell Paskett is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm since 2007. Outside of his advisory role, he is involved in health insurance sales and acts as an independent agent referring Medicare supplement business, as well as networking with other agents related to a Christian Health Sharing Ministry. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and estate-planning services.
Garland R
Series 66
Nampa, ID
Kingswood Wealth Advisors, LLC
Garland Risner is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Wealth Services, Inc. for 17 years. Outside of advising, he has ownership interests in several businesses, including a storage rental LLC and other equipment holdings. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform and working with both affiliated and unaffiliated third-party managers.
Kenneth W
Series 63, Series 66, Series 65
Eagle, ID
Interactive Financial Advisors
Kenneth Winegar is a financial advisor with Interactive Financial Advisors, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Axa Advisors, Park Avenue Securities, Guardian Life Insurance Company, GWN Securities, and Pacific Advisors. Additionally, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans for individuals approaching Medicare eligibility. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund portfolios, and it operates a large multi-advisor network with a variety of service offerings including third-party advisory selections and proprietary reporting tools.
Shawn W
Series 65
Boise, ID
Legacy Wealth Management, LLC
Shawn Wheeler is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Upson Company and Idahome Solar. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party money manager selection across a multi-team platform.
Jevon W
CFP®, Series 66
Meridian, ID
Inspire Advisors, LLC
Jevon Webster is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Inspire Advisors, LLC since 2019. He previously worked at Strategic Wealth Advisors Group and LPL Financial from 2010 to 2019. In addition to his advisory role, Webster is an independent licensed insurance agent specializing in life, accident, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses across various portfolio strategies.
Brian D
CFP®, Series 63, Series 65
Eagle, ID
Continuum Advisory, LLC
Brian Damiani is a CFP® with 26 years of experience in financial planning and investment management. He is a principal at Continuum Advisory, LLC, where he has worked since 2016, and has prior experience with Triad Advisors and Signator Investors. He also serves as president of Wealth Management Associates and offers life insurance services. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates advisory services with complementary professional practices and utilizes a technology-driven platform for portfolio management and reporting.
Aaron B
CFP®, Series 63, Series 66
Boise, ID
ON Investment Management CO
Aaron Briggs is a CFP® professional with 16 years of industry experience, currently affiliated with ON Investment Management Company in Boise, ID. His prior and concurrent roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Bank of America, N.A., and Merrill. Outside of his advisory work, he is involved as a limited partner in a real estate entity. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management, utilizing a range of third-party programs and maintains a dual-registration model that includes broker-dealer activity.
Samuel A
Series 65
Boise, ID
Legacy Wealth Management, LLC
Samuel Allman is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 credential and five years of industry experience. Prior to joining Legacy Wealth Management in 2021, he worked at the Johnson County Sheriff's Office and the Kansas City Country Club. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary investment strategies, utilizing in-house models, sub-advisers, and a broad range of investment options including alternative and illiquid assets.
Randy H
Series 65
Meridian, ID
Portside Wealth Group, LLC
Randy Hyer is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hurst Financial Consulting, First Community Bank, US Bank, Primary Residential Mortgage, and Mountain America Credit Union. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored investment mandates and a blend of fundamental, technical, and modern portfolio theory approaches.
Michael R
Series 63, Series 65
Boise, ID
Calton & Associates, Inc.
Michael Reynolds is a financial advisor with Calton & Associates, Inc. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, Reynolds is an assistant high school baseball coach at Cole Valley Christian Schools. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through multiple program structures and combines advisory and commission-based brokerage services.
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Finding advisors...
574 advisors near
83687
within the area shown on the map
Out of 400,000+ nationwide