Top business ownership considerations financial advisors in Blackfoot, ID

James Phelan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp., and Investment Management Corp. He is also involved in insurance brokerage as a licensed agent, focusing on life, health, and annuity products. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services through multiple platforms, employing portfolio construction tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Centaurus Financial since 2006. Outside of advisory work, she is a co-owner and partner in C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Heather Goodworth is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and is involved with the Heartland Institute of Financial Education as an Associate Certified Financial Educator, providing non-solicitous financial literacy education. Her background includes roles in financial education and communications, alongside her advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Aaron Burke is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James since 2014 and owns Burke Financial, LLC, a support company. Burke also serves as president of Homestead Financial, which co-brands his advisory practice with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals while maintaining municipal advisory capabilities uncommon among large institutional advisors.

Michael Anderson is a CFP® with 24 years of industry experience and has been with Edward Jones in Blackfoot, ID since 2001. He serves as Vice President of the Snake River Classic Golf Tournament, an annual event that manages tournament funds and sponsorships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.