Top financial advisors in Coeur d'Alene, ID
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Coeur d'Alene, ID, or planning your financial future here, you need advisors who understand the local market dynamics and your unique goals. A common mistake is working with advisors unfamiliar with the area's growth trends, which can lead to missed opportunities or misaligned plans.
- Local market insight. Confirm how they incorporate Coeur d'Alene's population growth and housing trends into your financial plan.
- Relocation experience. Ask about their track record helping clients who have recently moved to the area.
- Comprehensive goal alignment. Ensure they consider your lifestyle changes alongside investment and retirement strategies.
- Long-term planning focus. Look for advisors who balance immediate needs with future financial security in this evolving region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Maria D
Series 63, Series 65
Coeur d'Alene, ID
J.P. Morgan Securities
Maria De Benavides Parra offers wealth management services in Coeur d'Alene, leveraging six years of experience and her Series 63 and 65 licenses to address local financial needs. Working with J.P. Morgan Securities, a large firm known for institutional consulting and comprehensive asset allocation advice, she provides a 0.30% annual AUM fee structure, which may suit executives and business owners seeking tailored investment strategies.
Experience: 7 years
Avg account: $318,381
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Renee M
Series 63, Series 65
Coeur D'Alene, ID
Wells Fargo Clearing
Renee Mancinelli's 31 years of experience and Series 63 and 65 credentials position her well to address financial planning needs in Coeur d'Alene, especially for high-net-worth clients. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven strategies and retirement plan consulting, she provides flat-fee options and brings a unique perspective as a former business owner and passive investor.
Experience: 32 years
Avg account: $475,575
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Jason J
Series 63, Series 65
Coeur D'Alene, ID
LPL Financial
Jason Johnson's 28 years of experience and expertise in wealth management, retirement plans for business owners, and college savings make him well-equipped to address financial needs in Coeur d'Alene's evolving market. Affiliated with LPL Financial, a large firm offering flat-fee planning and in-house research, he serves diverse clients including high-net-worth households, providing tailored strategies that balance immediate and long-term goals.
Experience: 28 years
Avg account: $399,489
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Brad D
Series 66
Coeur D'Alene, ID
Sanctuary Advisors, LLC
Brad Desormeaux offers expertise in retirement income strategy and business exit planning, which suits clients planning long-term financial security in Coeur d'Alene's evolving market. His 18 years of experience at UBS Financial Services, a large firm with institutional trading capabilities, combined with flat-fee and AUM-based pricing options, provide flexible and comprehensive planning compared to other local advisors.
Experience: 18 years
Avg account: $1,618,113
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Theresa Z
Series 66
Coeur D Alene, ID
OSAIC
Theresa Zimmerman offers expertise in annuities and serves clients in Coeur d'Alene, ID, bringing eight years of industry experience and a Series 66 designation. Working with Osaic Wealth, a large firm known for its comprehensive investment process and diverse client base, she provides flat-fee financial planning and consulting services, which may appeal to those seeking transparent fee structures and local market insight.
Experience: 9 years
Avg account: $398,336
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