Idaho Falls, ID Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

8

Of 3,340 advisors across 469 offices

Location

Snake River Landing, 900 Pier View Drive, Suite 102

Idaho Falls ID 83402

Advisors at this office

8

Advisors at this office

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Emma H

Series 63, Series 66

Idaho Falls, ID

STIFEL

Emma Hulse is a financial advisor with Stifel in Idaho Falls, Idaho, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at D.A. Davidson & Co. for 13 years before joining Stifel Nicolaus & Co. Inc., where she has been since 2021. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
user avatar

Gregory G

Series 63, Series 65

Idaho Falls, ID

STIFEL

Gregory Galloway is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. He is based in Idaho Falls, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Brent W

Series 63, Series 65

Idaho Falls, ID

STIFEL

Brent Woolstenhulme is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as treasurer for the Island Park Village Homeowners Association, where he reviews and discusses financial data prepared by outside accountants. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s approach incorporates proprietary investment analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar

Jerry H

Series 63, Series 65

Idaho Falls, ID

STIFEL

Jerry Hong is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 13 years at D.A. Davidson & Co. Hong serves on the board of Title Financial Corporation, a title and escrow services company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar

Bradly N

Series 66

Idaho Falls, ID

STIFEL

Bradly Nelson is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Takeda. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Michael B

Series 63, Series 65

Idaho Falls, ID

STIFEL

Michael Bas is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for the Tenton Springs Cabin HOA in Victor, Idaho. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Brandt B

Series 66

Idaho Falls, ID

STIFEL

Brandt Burton is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2020. Prior to that, he was employed in the mortgage industry with City Wide Home Loans and SecurityNational Mortgage from 2015 to 2019. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to assist in asset allocation and retirement planning.

General retirement planning Income planning
user avatar

Brady B

Series 66

Idaho Falls, ID

STIFEL

Brady Burton is a financial advisor at Stifel with 26 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses as tools for client decisions.

General retirement planning Income planning
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