Top wealth management financial advisors in Idaho Falls, ID

Russell Slack is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Portside Wealth Group, LLC and Guided Seasons Wealth Advisors, where he handles office operations as well as life insurance underwriting and sales. His prior experience includes roles at Capital Asset Advisory Services, Strategic Wealth Concepts, and Cetera Advisors. Slack also serves as an insurance agent specializing in fixed life and disability insurance. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services alongside its advisory practices.

Jackson Murray is a financial advisor with Intermountain Wealth Management, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Lawrence Financial Planning, Merrill, and Decision Point Financial. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and non-discretionary self-directed accounts. The firm employs a model-based investment approach combined with technical and fundamental analysis, offering a range of risk profiles and integrating financial planning into its advisory services.

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Christopher Bateman is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Cetera and its affiliate Cetera Wealth Services, LLC, having joined in 2025. Prior to that, he worked at Concourse Financial Group Securities Inc for eight years and Waddell & Reed for two years. Bateman also operates Time Value Investments, a business providing fixed income securities primarily to public entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various discretionary and non-discretionary program structures.

Isabelle Roethe is a CFP®-certified financial advisor with six years of industry experience, currently practicing at LPL Financial in Idaho Falls, ID. Her work history includes roles at LPL Financial since 2020, a year at Anytime Fitness, and a position with Waddell & Reed in 2018. Outside of her advisory work, she hosts a podcast titled Financial Fitness For Young Professionals. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a broad mix of strategic, tactical, and alternative investment approaches supported by advanced operational tools.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.