Coeur D'Alene, ID Northwest Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

9

Of 22,678 advisors across 10,430 offices

Location

2100 Northwest Blvd, Suite 400

Coeur D'Alene ID 83814

Advisors at this office

9

Advisors at this office

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Tad J

Series 66

Coeur D'Alene, ID

LPL Financial

Tad Johnson is a financial advisor with LPL Financial based in Coeur d'Alene, ID. He holds a Series 66 designation and has two years of industry experience, including prior roles at Avantax Investment Services and Magnuson McHugh Dougherty CPAs. Johnson also operates Tad Johnson, CPA, PLLC, a separate tax and investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and services supported by in-house and third-party research, employing diversified and tactical investment strategies alongside technology-driven portfolio management tools.

College savings (529s, UTMA, etc.)
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Anthony O

Series 66

Coeur D'Alene, ID

LPL Financial

Anthony Oss is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Capital Corp. Outside of advising, he is involved with Magnuson, McHugh & Co., P.A., a CPA firm where he has been engaged since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services with capabilities spanning discretionary and non-discretionary management, model portfolios, and research from various sources.

College savings (529s, UTMA, etc.)
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William D

CFP®, PFS™, Series 63, Series 66

Coeur D'Alene, ID

LPL Financial

William Dougherty Sr. is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently affiliated with LPL Financial and has a background that includes over 14 years at Cambridge Investment Research Advisors and extensive experience as a CPA through his firm, William P. Dougherty, CPA, PA. He also operates Dougherty & Associates, CPAs, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Brian P

Series 66

Coeur D'Alene, ID

LPL Financial

Brian Parasida is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Avantax Advisory Services, Cambridge Investment Research, and Magnuson, McHugh, Dougherty CPAs, LLC, where he is also involved in tax preparation and accounting. Parasida operates a CPA firm and manages wealth management entities related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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Devlin F

Series 66

Coeur D'Alene, ID

LPL Financial

Devlin Flamm is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked for William P Dougherty, CPA PLLC for ten years. He is also involved in tax preparation and accounting services through his own CPA practice and related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

College savings (529s, UTMA, etc.)
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Laura P

Series 66

Coeur D'Alene, ID

LPL Financial

Laura Parasida is a financial advisor with LPL Financial, holding a Series 66 credential and beginning her advisory career in 2025. She has prior experience working at Magnuson McHugh Dougherty CPAs and Anastasi Moore & Martin PLLC. In addition to her advisory role, she owns and operates Laura Parasida CPA LLC, a tax and investment services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Kevin M

Series 66

Coeur D'Alene, ID

LPL Financial

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Avantax Advisory Services, Avantax Investment Services, and Umpqua Bank, among other firms. In addition to his advisory role, he is involved with Magnuson, McHugh & Co., P.A., a tax preparation and accounting firm, based in Coeur d'Alene, ID. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Michelle H

Series 66

Coeur D'Alene, ID

LPL Financial

Michelle Haneline is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Investment Services, Inc., 1st Global Capital Corp., and Magnuson, McHugh & Co., P.A., where she also maintains a longstanding role. Her activities include involvement with Magnuson, McHugh & Co., P.A., a CPA firm, reflecting a dual focus on tax and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Marla R

CFP®, Series 66

Coeur D'Alene, ID

LPL Financial

Marla Ringling is a CFP® designee with 26 years of industry experience. She is currently with LPL Financial, having joined in 2024 after 18 years at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved with tax preparation and accounting services through Tax Strategies, PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage options, supported by model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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