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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kuna, ID

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

8 registered advisors work in Kuna; the most are at Advanced Tax And Financial Services, Inc. (1). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Kuna

FirmAdvisors in Kuna
Advanced Tax And Financial Services, Inc.1
Advisornet Wealth Partners1
Drucker Wealth1
Edelman Financial Engines news1
Edward Jones news1
Keener Financial Planning1
RBC Capital Markets, LLC news1
State Farm Investment Management Corp.1

Advisors in Kuna, A to Z

Search all of Idaho →

Other cities in Idaho

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Boise 568Meridian 225Eagle 202Idaho Falls 131Coeur D'Alene 107Pocatello 59Twin Falls 58Nampa 54Ketchum 46Caldwell 32Lewiston 31Hayden 27Rexburg 25Moscow 22Sandpoint 22Hailey 19Post Falls 18Blackfoot 16Ammon 15Coeur D Alene 15Burley 12Garden City 12Star 11Grangeville 9

Questions

How many financial advisors are in Kuna, ID?

8 investment adviser representatives are registered at firm offices in Kuna, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Kuna?

Advanced Tax And Financial Services, Inc., with 1 registered advisors in Kuna, followed by Advisornet Wealth Partners with 1.

How do I check a financial advisor in Kuna?

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.