Overwhelmed by options?
Answer a few questions to see advisors matched to you.
62 advisors near
83338
within the area shown on the map
Out of 400,000+ nationwide
Courtney S
Series 66
Twin Falls, ID
Edward Jones
Courtney Seibel is a Series 66-licensed financial advisor with Edward Jones in Twin Falls, Idaho, with one year of industry experience. Prior to joining Edward Jones, Courtney worked in various roles including positions at Boise State University, Environment Control of Boise, and food service establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of more than 23,000 advisors.
Jeffrey F
Series 66
Twin Falls, ID
Edward Jones
Jeffrey Freckleton is a financial advisor with Edward Jones in Twin Falls, Idaho, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is involved with the Twin Falls School District as a public address announcer and coach for Canyon Ridge High School basketball. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
John B
Series 66
Twin Falls, ID
LPL Financial
John Bringhurst is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leadership of his own business. Outside of his advisory work, he has experience in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a broad range of strategic and tactical investment options.
Brian S
Series 66
Twin Falls, ID
LPL Financial
Brian Scott is a financial advisor with LPL Financial in Twin Falls, ID, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2021 and has involvement in several business ventures, including ownership roles in multiple real estate entities and a tax preparation and accounting firm. Outside of advisory work, he has experience in insurance production and runs a business named Sips N Sweet Treats. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.
Jackson D
Series 66
Twin Falls, ID
Raymond James & Associates
Jackson Dille is a financial advisor with Raymond James & Associates in Twin Falls, ID, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined eight years. Outside of his financial career, he and his wife raise cattle on their personal property through their agricultural business, Dille Red Angus. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with access to a range of portfolio management styles, firm research, and model manager options.
Jordan S
Series 63, Series 66
Twin Falls, ID
LPL Financial
Jordan Staheli is a financial advisor with LPL Financial in Twin Falls, Idaho. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Staheli has worked concurrently at Mountain America Credit Union and LPL Financial since 2015. 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, third-party asset management, and institutional platforms.
Chiosa Abuofu E
Series 66
Twin Falls, ID
LPL Financial
Chiosa Abuofu Esume is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Outside of his advisory role, Esume is active as a basketball coach and also coaches at Canyon Ridge High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment strategies, including model portfolios and third-party asset management, supported by advanced operational tools.
Robert S
CFP®, Series 63
Twin Falls, ID
Edward Jones
Robert Sturgill is a CFP®-designated financial advisor with Edward Jones in Twin Falls, ID, where he has worked since 1996. He has 29 years of industry experience. Outside of advising, he is a managing member of two family-related businesses involved in office rental and farming. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large network of advisors and branch offices, and provides additional services such as tax-efficient investing and securities-based lending.
Laura N
Series 63, Series 65
Twin Falls, ID
LPL Financial
Laura Nelson is a financial advisor with LPL Financial in Twin Falls, Idaho, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers under W & R Insurance Agencies for 18 years. Nelson is also involved in non-variable insurance activities through CRUMP. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Braden C
Series 66
Twin Falls, ID
Edward Jones
Braden Coleman is a financial advisor with Edward Jones in Twin Falls, ID. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, Braden worked in various positions across several companies, including Wright Physical Therapy, Lucid Software, Insight Software, Cummins INC, JB Productions, Brigham Young University, and GitLab. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Mark M
Series 66
Twin Falls, ID
Edward Jones
Mark Martin is a financial advisor with Edward Jones in Twin Falls, Idaho. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones since 2010. Outside of advising, he coaches a U12 boys soccer team for the Idaho Surf Magic Valley Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.
Noah M
Series 66
Twin Falls, ID
Edward Jones
Noah Madsen is a financial advisor at Edward Jones in Twin Falls, ID, holding a Series 66 designation with one year of experience in the industry. His prior work experience includes roles at Rob Green Auto Group and Twin Falls Volkswagen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and offices.
Andrew M
CFP®, ChFC®, Series 63, Series 66
Twin Falls, ID
J.P. Morgan Securities
Andrew Mecham is a financial advisor with J.P. Morgan Securities, holding CFP® and ChFC® designations and over 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Northwestern Mutual. Outside of financial services, he owns and instructs at the Fighting Chance Training Center, a martial arts and fitness academy, and is also the head instructor and owner of Nampa School of Karate. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a model that combines quantitative asset-allocation analysis with centralized manager due diligence, applying an ESG eligibility framework when selecting investments.
Scott J
CFP®, ChFC®
Twin Falls, ID
LPL Financial
Scott Jackson is a financial advisor at LPL Financial in Twin Falls, ID, holding CFP® and ChFC® designations with four years of industry experience. His work history includes roles at Snake River Investment Counsel LLC, Edward Jones, and Cetera ADVISORS LLC. Jackson has also been involved with Brigham Young University - Idaho in various capacities over several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.
Amy M
Series 66
Twin Falls, ID
Ameriprise
Amy Mc Murdie is a financial advisor with Ameriprise in Twin Falls, Idaho, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the Twin Falls Community Foundation and the Kiwanis Club of Twin Falls. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to client needs.
William S
Series 63, Series 66
Twin Falls, ID
Edward Jones
William Stevens is a financial advisor with Edward Jones in Twin Falls, ID, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is an owner and partner of the Twin Falls Restaurant Group, which provides advertising services for local restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary mutual funds.
Daniel K
CFP®, Series 63, Series 65
Twin Falls, ID
LPL Financial
Daniel King is a CFP® professional with over 31 years of experience in the financial industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc., US Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory work, he has held several community roles in Twin Falls, ID, including positions within local church organizations and the Twin Falls School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.
Matthew G
Series 66
Twin Falls, ID
LPL Financial
Matthew Gealta is a financial advisor with LPL Financial based in Twin Falls, Idaho. He holds the Series 66 designation and has seven years of industry experience, including prior roles at Edward Jones and Cultivate Consulting, LLC. In addition to his advisory work, he has been a partner in a small business consulting firm specializing in web design and digital marketing. 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, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.
Russell G
Series 63, Series 65
Twin Falls, ID
OSAIC
Russell George is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and Questar Asset Management. In addition to his advisory role, he works as an independent insurance agent providing life and annuity services. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering a range of integrated brokerage, advisory, and financial planning services. The firm utilizes asset-allocation tools and a variety of investment vehicles to manage portfolios tailored to client risk tolerances and preferences.
Nancy A
Series 66
Twin Falls, ID
Ameriprise
Nancy Albrethsen is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She previously worked for Gem State Paper & Supply for 22 years. Outside of her advisory role, she is involved with McMurdie & Associates, managing an advisory business in Twin Falls, Idaho. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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.
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”)
Finding advisors...
62 advisors near
83338
within the area shown on the map
Out of 400,000+ nationwide