Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Post Falls, ID
Every SEC-registered investment adviser representative at a firm office in Post Falls, with the firms that employ the most of them.
20 registered advisors work in Post Falls; the most are at Edward Jones (3). 2 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Post Falls
Advisors in Post Falls, A to Z
CFP advisors in Post Falls →- Matthew D. AltmeyerLPL Financial LLC
- Todd M. BanducciAmeritas Advisory Services, LLC
- Suzanne M. BreesneeState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher M. ButlerOsaic Wealth, Inc.
- Keenan ColeLPL Enterprise, LLC
- Kyle CooleyAmeriprise Financial Services, LLC
- Ellen C. FisherSeverin Investments LLC
- Rafael A. GarciaCalton & Associates, Inc.
- David B. HollowayNorthern Capital Management, Inc. · Certified Financial Planner
- Joel M. KosoffWells Fargo Clearing Services, LLC
- Gregory S. LesterOsaic Wealth, Inc.
- Rusty MadsenEdward Jones
- Eric J. MartinConcinnus Financial, Inc.
- Molly H. MartinConcinnus Financial, Inc.
- Frederick C. OstermeyerAmerican Independent Securities Group, LLC
- Lance P. RileyLPL Enterprise, LLC
- Jordan T. RootEdward Jones
- Danny J. TaylorCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Eric D. TollefsonSei Investments Management Corp.
- Peter A. ZemanEdward Jones
Other cities in Idaho
All of Idaho →Boise 546Meridian 223Eagle 177Idaho Falls 126Coeur D'Alene 104Pocatello 60Twin Falls 54Nampa 47Ketchum 39Caldwell 31Lewiston 29Hayden 28Rexburg 24Sandpoint 22Moscow 20Hailey 18Blackfoot 16Coeur D Alene 16Ammon 15Star 14Burley 12Garden City 11Driggs 9Middleton 9
Questions
How many financial advisors are in Post Falls, ID?
20 investment adviser representatives are registered at firm offices in Post Falls, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Post Falls?
Edward Jones, with 3 registered advisors in Post Falls, followed by Concinnus Financial, Inc. with 2.
How do I check a financial advisor in Post Falls?
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.