Post Falls, ID Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

Post Falls ID

Advisors at this office

2

Advisors at this office

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Gregory L

Series 66

Post Falls, ID

OSAIC

Gregory Lester is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Lester manages a sole proprietorship, Cross Inland Wealth Management, providing account and asset management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher B

Series 66

Post Falls, ID

OSAIC

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has prior experience at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, he works as a design consultant for a residential remodeling firm and serves as a strategic advisor for Butler Law PC, a family-owned legal practice. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include a range of asset classes and employs various third-party platforms and investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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