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Financial ADVSR advisor directory · SEC adviser records

Investor Fan financial advisors in Idaho

Every SEC-registered investment adviser representative at a Investor Fan office in Idaho, by city and A to Z.

The short answer

7 registered advisors work at Investor Fan in Idaho, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Boise (4). 2 list the CFP designation and 0 are also registered broker representatives.

Investor Fan advisors by city in Idaho

Every firm in Idaho →

Boise 4Coeur D'Alene 1

Investor Fan advisors in Idaho, A to Z

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Investor Fan advisors in every state →Investor Fan: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Investor Fan financial advisors are in Idaho?

7 investment adviser representatives are registered at Investor Fan offices in Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Idaho does Investor Fan have the most advisors?

Boise, with 4, then Coeur D'Alene (1). Investor Fan has advisors in 2 cities in Idaho.

How do I check a Investor Fan advisor in Idaho?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Investor Fan office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.