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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coeur D'Alene, ID

Every SEC-registered investment adviser representative at a firm office in Coeur D'Alene, with the firms that employ the most of them.

The short answer

104 registered advisors work in Coeur D'Alene; the most are at Pinkerton Wealth Partners (14). 14 list the CFP designation and 78 are also registered broker representatives.

Firms with the most advisors in Coeur D'Alene

FirmAdvisors in Coeur D'Alene
Pinkerton Wealth Partners14
LPL Financial LLC news12
D.A. Davidson & Co.11
Edward Jones news9
Morgan Stanley news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Stifel, Nicolaus & Company, Incorporated news6
Osaic Wealth, Inc. news5
Wells Fargo Clearing Services, LLC news4
Archer Wealth Advisors3
Ae Wealth Management, LLC2
Five Pine Wealth2
Generational Legacies Wealth Management2
J.P. Morgan Securities LLC news2
Osaic Advisory Services, LLC news2
Pfs Investments Inc.2
Sherman Portfolios2
Cetera Investment Advisers LLC news1
Creativeone Wealth, LLC1
Equitable Advisors, LLC news1
Financial & Tax Architects, LLC1
Investor Fan1
Madison Avenue Securities, LLC1
McLachlan Investment Services LLC1
Salmon Bay Wealth Management, LLC1

Advisors in Coeur D'Alene, A to Z

CFP advisors in Coeur D'Alene →

Other cities in Idaho

All of Idaho →

Boise 546Meridian 223Eagle 177Idaho Falls 126Pocatello 60Twin Falls 54Nampa 47Ketchum 39Caldwell 31Lewiston 29Hayden 28Rexburg 24Sandpoint 22Moscow 20Post Falls 20Hailey 18Blackfoot 16Ammon 15Star 14Burley 12Garden City 11Driggs 9Middleton 9Emmett 8

Questions

How many financial advisors are in Coeur D'Alene, ID?

104 investment adviser representatives are registered at firm offices in Coeur D'Alene, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 78 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Coeur D'Alene?

Pinkerton Wealth Partners, with 14 registered advisors in Coeur D'Alene, followed by LPL Financial LLC with 12.

How do I check a financial advisor in Coeur D'Alene?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.