Continental Investors Services, Inc. logo

Continental Investors Services, Inc.

Updated today

Client AUM

$231,851,196

Clients

824

Advisors

9

across 3 offices

About

The firm provides investment advisory and portfolio management services primarily to individual retail clients, using asset-based fee arrangements as its principal billing method. It is registered as an investment adviser in all 50 states and also maintains broker-dealer activity, offering commissionable insurance and brokerage transactions in certain circumstances.

Continental’s advisers emphasize securities management and trading coverage that includes fixed income and municipal markets, with account supervision conducted under a designated compliance officer. The brochure indicates the firm does not position its offering around comprehensive financial planning for clients, instead focusing on discretionary and non-discretionary investment account management.

Noteworthy for a team-sized registered adviser, the firm operates affiliated broker-dealer activities and has a history of two past broker-dealer regulatory matters involving municipal securities reporting and pricing, which are disclosed in the brochure. The firm also discloses that some principals receive commission-based compensation for insurance sales, and it primarily serves non–high-net-worth retail clients rather than a high-net-worth clientele.

Client services

Portfolio management
Portfolio management for non-profit organizations

Expertise

Wealth management

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Fee options

Commissions

Commissions earned from insurance and securities transactions as disclosed in representatives' activities.

Main office

See office

1330 Broadway Street

Longview WA 98632-7552

Advisors at this office

5

Most active in

Alaska · Arizona · California · Colorado · Florida · Georgia · Idaho · Massachusetts · Montana · Nevada · New Jersey · New York · North Carolina · North Dakota · Oklahoma · Oregon · South Dakota · Texas · Utah · Washington · Wyoming

Also doing business as

Cis Wealth Management A Division Of Cis · Continental Investors Services, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has operated Freddy's Just for Halibut for 20 years and sells supplements independently through Tranont. Continental Investors Services primarily provides investment advisory and portfolio management services to individual retail clients, focusing on discretionary and non-discretionary account management with an emphasis on fixed income and municipal securities.

Wealth management
user avatar

Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor at Continental Investors Services, Inc. with 49 years of industry experience. He has held his current role since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the proprietor of NW Financial Service, a business dealing in life insurance. Continental Investors Services, Inc. provides investment advisory and portfolio management services mainly to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, with particular emphasis on securities management in fixed income and municipal markets.

Wealth management
user avatar

Robert N

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Longview, Washington. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at B. Riley Wealth Management and Hilltop SECURITIES, INC. He has been with Continental Investors Services since 2020. Continental Investors Services provides investment advisory and portfolio management primarily to individual retail clients, focusing on discretionary and non-discretionary securities account management rather than comprehensive financial planning. The firm has a team of nine advisors and emphasizes fixed income and municipal market trading.

Wealth management
user avatar

Daniel W

Series 63, Series 65, Series 66

Caldwell, ID

Continental Investors Services, Inc.

Daniel Wells is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.

Wealth management
user avatar

Matthew B

Series 63, Series 66

Caldwell, ID

Continental Investors Services, Inc.

Matthew Brassfield is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Continental Investors Services in 2023, he worked for Gooding Farms Inc for ten years. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients across all 50 states. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading, including fixed income and municipal markets.

Wealth management
user avatar

Betty T

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on discretionary and non-discretionary investment account management rather than comprehensive financial planning. The firm emphasizes securities management and trading, including fixed income and municipal markets, and operates as a registered investment adviser in all 50 states.

Wealth management
user avatar

Slater H

Series 66

Caldwell, ID

Continental Investors Services, Inc.

Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.

Wealth management
user avatar

Michelle E

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Michelle Elo is a financial advisor with Continental Investors Services, Inc. in Longview, WA. She holds Series 63 and Series 65 registrations and has 29 years of industry experience, having worked at Continental Investors Services since 1995. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and fixed income and municipal markets.

Wealth management
user avatar

Daryl M

Series 63, Series 65

Renton, WA

Continental Investors Services, Inc.

Daryl Miller is a financial advisor with Continental Investors Services, Inc. in Renton, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes prior roles at Sweetwater Investments, Inc., RA Bench, Inc., and Financial Resources Group. Continental Investors Services, Inc. primarily serves individual retail clients with investment advisory and portfolio management services focused on securities management and trading, including fixed income and municipal markets. The firm emphasizes discretionary and non-discretionary investment account management rather than comprehensive financial planning.

Wealth management
View complete list of advisors at this firm
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