Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

11 advisors near
83347

Out of 400,000+ nationwide

user avatar
firm logo

Boaz K

Series 65

Burley, ID

Rightoak Asset Management, LLC

Boaz Koski is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. He previously worked as an independent contractor and served seven years in the U.S. Army. RightOak Asset Management is an SEC-registered firm serving retirement plans, corporations, families, and individual accounts through discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, value-oriented investment approach supported by proprietary quantitative models and offers estate-planning services via an online platform, combining traditional advisory services with digital tools and external partnerships.

Private / alternative investments ESG / Sustainable investing Real estate investing
user avatar
firm logo

David H

Series 63, Series 65

Rupert, ID

Mutual Of Omaha Investor Services, Inc.

David Hruza is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 designations and has 25 years of experience with Mutual/United of Omaha. Outside of his advisory work, he owns and operates HRUZA Insurance Agency LLC and Fawnwood Farms, and serves on the boards of St. Luke's Magic Valley Health Foundation and United Electric Cooperative, where he is vice president. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform with Envestnet and emphasizes the use of MOIS-approved model portfolios and third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Kyler R

Series 63, Series 65

Burley, ID

Portside Wealth Group, LLC

Kyler Redder is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Townsquare Capital LLC and Tucker Asset Management LLC. Redder also serves as adjunct faculty at BYU Idaho, where he teaches finance. Portside Wealth Group is a multi-advisor wealth management firm that offers discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory approaches in managing client accounts and provides related legal and accounting services through affiliated professionals.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments
user avatar
firm logo

Robert O

Series 65

Burley, ID

Legacy Wealth Management, LLC

Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities
firm logo

Tyler C

CFP®, Series 66

Burley, ID

Edward Jones

Tyler Clark Quick is a financial advisor with Edward Jones in Burley, Idaho, holding the CFP® designation and a Series 66 license. He has seven years of industry experience, including prior roles at Mutual of Omaha Investor Services and Main Steem Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branches across the United States.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Clayne Josiah H

Series 66

Burley, ID

Edward Jones

Clayne Josiah Hanson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked in healthcare roles at Kalispell Regional Medical Center and The Healthcenter - Kalispell Regional Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory strategies through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Steven C

Series 63, Series 65

Burley, ID

LPL Financial

Steven Cook is a financial advisor with LPL Financial in Burley, Idaho, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His prior roles include positions at Princor Financial Services Corp, Principal Life Insurance Company, Solitude Wealth Advisors, and Global Financial Private Capital. Outside of advising, he assists his family in their vending machine business through an LLC. 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, supporting advisors with various investment strategies and operational tools.

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

Ellis B

Series 66

Burley, ID

Edward Jones

Ellis Bryant is a financial advisor with Edward Jones in Burley, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a commercial rental property in Burley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua F

CFP®, Series 63, Series 65

Burley, ID

Edward Jones

Joshua Flint is a CFP® with seven years of experience in the financial services industry, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at VeraPath Global Investing, Wells Fargo Clearing, and Robert Half Staffing Agency. Outside of his advisory work, he is involved in researching real estate properties and is a partner in a real estate venture. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, tax-efficient services, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Justin P

CFP®, Series 66

Paul, ID

Edward Jones

Justin Persell is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2018, totaling seven years of industry experience. Prior to joining Edward Jones, he held roles at The Gellman Team and Cushman and Wakefield and has experience in real estate investment as Vice President at HOWA. He serves on the Rupert Planning and Zoning Committee and is a board member at Minidoka Memorial Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment options, and fiduciary services through a large national network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Dee D

Series 63, Series 65

Burley, ID

Cetera

Dee Darrington is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. Outside of his advisory role, he serves as a commissioner for the North Cassia Rural Fire Department and is involved in agricultural operations including farming and the use of agricultural spray drones. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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 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")