Top college savings (529s, UTMA, etc.) financial advisors in Twin Falls, ID

Nikolas Gumeson is a financial advisor at Independent Financial Partners with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and the City of Twin Falls. Outside of his advisory role, he serves as an assistant softball coach for Twin Falls High School. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

Jordan Staheli is a financial advisor with LPL Financial in Twin Falls, Idaho, holding Series 66 and Series 63 certifications with 12 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.

David Snelson is a financial advisor with Clear Creek Financial Management, LLC in Twin Falls, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Clear Creek since 2017 and previously spent two years with Signator Investors, Inc. Outside of his advisory role, Snelson serves on several nonprofit and community boards, including as director and chairman of committees for St. Luke’s Magic Valley Health Foundation and St. Luke’s Health System. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, consulting, and algorithmic research through Helios Quantitative Research. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis, offering strategies ranging from long-term holdings to active trading and option writing.

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.

Heidi Detmer is a financial advisor with OSAIC and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at Capricorn Financial Strategies and Commonwealth Financial Network. Detmer is the owner of Capricorn Financial Strategies, which provides insurance sales and services. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools and risk-tolerance analysis.

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.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.