Lewiston, ID Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$178,440,700,518
ClientsTotal clients
230,676
AdvisorsAdvisors at this office
3
Of 3,340 advisors across 469 offices
Location
Bollinger Financial Center 301 D Street, Suite C
Lewiston ID 83501
Advisors at this office
3
Advisors at this office
Wyatt B
Series 66
Lewiston, ID
STIFEL
Wyatt Baldwin is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Potlatch No. 1 Financial Credit Union for five years and at Walla Walla Community College. Baldwin serves as a board member for Jackson's Pay it Forward Foundation and is involved with the Boys and Girls Club of the Lewis Clark Valley Scholarship Committee. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Joseph T
Series 66
Lewiston, ID
STIFEL
Joseph Travis is a financial advisor with Stifel in Lewiston, Idaho, holding a Series 66 designation and 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Travis serves as a board member of the Lewis-Clark Valley Healthcare Foundation and is secretary of the Valley Off Road Bike Association, where he manages record-keeping for the nonprofit. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary methodologies for asset allocation and financial planning.
Scott B
Series 66
Lewiston, ID
STIFEL
Scott Baldwin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Baldwin serves on the boards of Twin County United Way and Jackson’s Pay It Forward Foundation, organizations focused on community fundraising and support for children facing medical crises. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing analyses to support client decision-making across various financial planning areas.
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