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Longview, WA Office

Team
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Continental Investors Services, Inc. logo

Continental Investors Services, Inc.

Team

Firm-wide stats for Continental Investors Services, Inc.

Total advisors

9

Across 3 offices

Clients per advisor

92 High

Avg AUM per client

$281,373 Very Low

HNW client ratio

0% Very Low

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.

Based on Continental Investors Services, Inc.

Expertise

Wealth management

Based on Continental Investors Services, Inc.

Location

1330 Broadway Street

Longview WA 98632-7552

Advisors at this office

5

Advisors at this office

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

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

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
View complete list of advisors at this office
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