| Rebekah Maggard - Thrivent |
913 W River St #400, Boise, ID 83702 |
|
20890xxxx1 |
ale*******@t*******.com |
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| Raymond James & Associates |
1109 W Main St Ste 600, Boise, ID 83702 |
|
20890xxxx0 |
a.-************@r***********.com |
5 |
1 |
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17483 |
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18000 |
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| Veronica Mira - Raymond James |
2627 W Idaho St, Boise, ID 83702 |
|
20863xxxx5 |
aar************@r***********.com |
5 |
3 |
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499 |
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| Debra Riedel - Raymond James |
950 W Bannock St #700, Boise, ID 83702 |
|
20890xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| Merrill Lynch Financial Advisor Uwe M Ruttke |
225 N 9th St Suite 700, Boise, ID 83702 |
|
92522xxxx3 |
ale*********@m*.com |
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| U.S. Bank - Private Wealth Advisor: Joanne Bradford |
101 S Capitol Blvd # 1400, Boise, ID 83702 |
|
20838xxxx6 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| Private Wealth Management | U.S. Bank |
101 S Capitol Blvd 14th Floor, Boise, ID 83702 |
|
80076xxxx4 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| Hopkins Wealth Management Group |
877 W Main St #606, Boise, ID 83702 |
|
20851xxxx0 |
bho*****@h************.com |
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150 |
3 |
152 |
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| Merrill Lynch Financial Advisor Lori Harper |
225 N 9th St Suite 700, Boise, ID 83702 |
|
20833xxxx0 |
ale*********@m*.com |
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| The Cadwell Gwin Group - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx0 |
acm***********@m************.com |
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| U.S. Bank - Private Wealth Advisor: Lisa Pepin |
101 S Capitol Blvd # 1400, Boise, ID 83702 |
|
20838xxxx7 |
aar************@u*****.com |
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345317 |
5430 |
348000 |
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| Thompson Harris Wang Wealth Management - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx5 |
bre***********@u**.com |
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| Addison Avenue Investment Services - Boise |
47 E Riverside Dr, Eagle, ID 83616 |
|
20832xxxx3 |
aar************@r***********.com |
5 |
2 |
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17483 |
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18000 |
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| 4c Financial Group |
46 E Eagle River St #100, Eagle, ID 83616 |
|
20889xxxx0 |
joh*@4***************.com |
5 |
6 |
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| Sarah Ellen Brown, Financial Advisor - S.e.brown+group |
3371 N Lakeharbor Ln, Boise, ID 83703 |
|
20885xxxx5 |
cmd*****@f*.newyorklife |
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91 |
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89 |
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| Legacy Financial Advisors, Inc. |
1450 S Eagle Flight Way #110, Boise, ID 83709 |
|
20846xxxx3 |
dav**@l*******.net |
5 |
2 |
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| Treasure Valley Financial Planning |
3715 E Overland Rd Suite 205, Meridian, ID 83642 |
|
20878xxxx8 |
9d0*************************************@w*****************.com |
4.9 |
70 |
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207 |
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216 |
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| Fiduciary Financial Group |
835 W Front St, Boise, ID 83702 |
|
20895xxxx2 |
adm**@f********.com |
5 |
8 |
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| Progressive Wealth Management |
664 S Rivershore Ln, Eagle, ID 83616 |
|
20893xxxx8 |
ama***@p************.com |
5 |
3 |
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6 |
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| Merrill Lynch Financial Advisor Bowen Ogata |
225 N 9th St Suite 700, Boise, ID 83702 |
|
20833xxxx1 |
ale*********@m*.com |
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| U.S. Bank - Private Wealth Advisor: Mary Kate Johnson |
101 S Capitol Blvd # 1400, Boise, ID 83702 |
|
20838xxxx4 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| Headwaters Wealth Management |
401 W Front St, Boise, ID 83702 |
|
20863xxxx1 |
bar*******@h***********.com |
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| Aspen Capital Management |
101 S Capitol Blvd #610, Boise, ID 83702 |
|
20834xxxx4 |
bry**@a***************.com |
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| U.S. Bank - Private Wealth Advisor: Dannea Aylsworth |
101 S Capitol Blvd # 1400, Boise, ID 83702 |
|
20838xxxx7 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| AIO Fee Only Financial Advisors |
800 W Main St #1460, Boise, ID 83702 |
|
20840xxxx7 |
ale*@a***********.com |
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375 |
25 |
380 |
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| Tresco of Idaho |
710 S Orchard St, Boise, ID 83705 |
|
20886xxxx3 |
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2.9 |
12 |
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| Charles Schwab |
902 W Main St, Boise, ID 83702 |
|
20839xxxx0 |
aic************@s*****.com |
3.5 |
16 |
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| The Bridgewater Group - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx0 |
ade***********@m************.com |
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| Craig C Spanton - Independent Financial Group |
9543 W Emerald St, Boise, ID 83704 |
|
20854xxxx2 |
csp*****@i****.com |
5 |
17 |
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| Clarity Financial Planning Group - Thrivent |
913 W River St #400, Boise, ID 83702 |
|
70744xxxx3 |
abc*******@t*******.com |
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396 |
5 |
401 |
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| Pacific Value |
101 S Capitol Blvd #502, Boise, ID 83702 |
|
20833xxxx5 |
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| Buffington Mohr McNeal Registered Investment Advisor |
802 W Bannock St STE 100, Boise, ID 83702 |
|
20833xxxx1 |
ach******@b*****.com |
5 |
1 |
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155 |
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158 |
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| Helmstar Wealth Management |
250 S 5th St #600, Boise, ID 83702 |
|
20842xxxx0 |
aar**@h************.com |
5 |
3 |
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51 |
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| RBC Wealth Management Branch - Boise |
661 S Rivershore Ln Ste 200, Eagle, ID 83616 |
|
20843xxxx0 |
rbc*********@r**.com |
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| Echelon Group |
405 W Myrtle St Suite 100, Boise, ID 83702 |
|
20834xxxx4 |
aar**@e***********.com |
5 |
11 |
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| Pinnacle Portfolio Advisors, LLC |
1525 S David Ln, Boise, ID 83705 |
|
20881xxxx1 |
ama*****@p****************.com |
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| U.S. Bancorp Investments - Financial Advisors: Laura Rosser |
7230 Fairview Ave, Boise, ID 83704 |
|
20837xxxx9 |
aar************@u*****.com |
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|
345310 |
5430 |
348000 |
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| Verdi Wealth Management |
412 E Parkcenter Blvd, Boise, ID 83706 |
|
20833xxxx8 |
chr**@v******.com |
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| Jason Patterson - Morgan Stanley Financial Advisor |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx0 |
acc**********@m************.com |
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| Castle Peak Strategic Wealth |
1494 W Ustick Rd Suite 100, Meridian, ID 83646 |
|
20851xxxx6 |
ada*******@c***********.com |
5 |
6 |
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| Kendra Maclean - Financial Advisor, Ameriprise Financial Services, LLC |
412 E Parkcenter Blvd Suite 209, Boise, ID 83706 |
|
20836xxxx3 |
dns*****@a***.com |
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| Tadman Financial |
13125 Persimmon Ln suite 200, Boise, ID 83713 |
|
20828xxxx5 |
mar********@t**************.com |
5 |
2 |
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1000 |
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| Jordan Baker - Thrivent |
913 W River St, Boise, ID 83702 |
|
20846xxxx7 |
ale*************@t*******.com |
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| Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC |
3295 W Elder St Ste 205, Boise, ID 83705 |
|
20893xxxx6 |
dav***********@a***.com |
5 |
2 |
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|
468 |
|
490 |
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| H. Todd Harmon - RBC Wealth Management Financial Advisor |
661 S Rivershore Ln STE 200, Eagle, ID 83616 |
|
20872xxxx1 |
rbc*********@r**.com |
|
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|
14791 |
|
16000 |
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| Edward Jones - Financial Advisor: Paul Shubin, AAMS™ |
2302 N Bogus Basin Rd Suite A, Boise, ID 83702 |
|
20834xxxx4 |
a.j*********@e**********.com |
5 |
3 |
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| Timothy Dixon - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx9 |
ade***********@m************.com |
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| Edward Jones - Financial Advisor: John D Shaw, CFP®|ChFC® |
250 S 5th St #840, Boise, ID 83702 |
|
20833xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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|
87488 |
|
100000 |
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| Merrill Lynch Financial Advisor Kurt J Williams |
225 N 9th St Suite 700, Boise, ID 83702 |
|
20833xxxx7 |
ale*********@m*.com |
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| U.S. Bank – Wealth Management Banker: Nermin Mustafic |
4700 N Eagle Rd, Boise, ID 83713 |
|
20846xxxx0 |
aar************@u*****.com |
1 |
1 |
|
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|
345315 |
5430 |
348000 |
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| Merrill Lynch Wealth Management |
225 N 9th St Suite 700, Boise, ID 83702 |
|
20833xxxx1 |
ale*********@m*.com |
|
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| Idaho Medical Association Financial Services |
305 W Jefferson St #104, Boise, ID 83702 |
|
20826xxxx3 |
3d@i****.org |
5 |
8 |
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21 |
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| Tumwater Wealth Management | Holistic Wealth Management |
101 S Capitol Blvd Ste. 1603, Boise, ID 83702 |
|
20831xxxx4 |
inf*@t*************.com |
5 |
1 |
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| Berkeley, Inc |
3778 N Plantation River Dr, Boise, ID 83703 |
|
20885xxxx0 |
jan*@b**********.com |
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| Trek Financial - Boise Office |
1087 W River St #280, Boise, ID 83702 |
|
20872xxxx3 |
mar******@t************.com |
|
|
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|
94 |
|
99 |
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| Davis Wealth Management |
2621, 136 E Idaho Ave #202, Meridian, ID 83642 |
|
88836xxxx6 |
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5 |
2 |
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| D.A. Davidson |
101 S Capitol Blvd # 1800, Boise, ID 83702 |
|
20838xxxx0 |
a.a@d*********.com |
5 |
1 |
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921 |
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1200 |
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| Gryphon Private Wealth Management |
910 W Main St, Boise, ID 83702 |
|
20872xxxx8 |
jac*@j******************.com |
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| Christian Wealth Management |
5440 Franklin Rd Suite 202, Boise, ID 83705 |
|
20891xxxx5 |
dou*@c**********.com |
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1063 |
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| William Vasconcellos - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx6 |
bre***********@u**.com |
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| Copium Investments |
413 W Idaho St #101, Boise, ID 83702 |
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20899xxxx9 |
dea**@c***********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Brad Grooms |
10540 W Business Park Ln, Boise, ID 83709 |
|
20835xxxx2 |
a.j*********@e**********.com |
5 |
2 |
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88311 |
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101000 |
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| AGP WEALTH ADVISORS- Ameriprise Financial Services, Inc. |
1101 W River St Ste 390, Boise, ID 83702 |
|
20834xxxx7 |
agp**************@a***.com |
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795 |
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827 |
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| Boise River Financial Planning |
4006 E Boise Ave, Boise, ID 83716 |
|
20899xxxx3 |
bi**@b******************.com |
5 |
4 |
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| Boise Wealth Management / Financial Advisors |
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20821xxxx1 |
bc0*************************************@w*****************.com |
5 |
7 |
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| Erin M. Harmon - RBC Wealth Management Financial Advisor |
661 S Rivershore Ln STE 200, Eagle, ID 83616 |
|
20872xxxx3 |
rbc*********@r**.com |
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14791 |
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16000 |
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| U.S. Bank - Private Wealth Advisor: Jessica Silva |
101 S Capitol Blvd # 1400, Boise, ID 83702 |
|
20838xxxx4 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| Iron Creek Financial Services |
1882 W Frederic St, Boise, ID 83705 |
|
20842xxxx3 |
inf*@i**********.com |
5 |
2 |
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| Elevation Wealth Planning |
1111 W Jefferson St #540, Boise, ID 83702 |
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ama*********@n*.com |
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| Doceo Wealth, LLC |
1880 S Cobalt Point Way STE 350, Meridian, ID 83642 |
|
20835xxxx4 |
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| Freedom Payments |
1010 N Orchard St Ste. 11, Boise, ID 83706 |
|
20880xxxx9 |
con****@m****************.com |
5 |
94 |
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| Legacy Financial & Interwest Investment Advisors |
146 McClure Ave, Nampa, ID 83651 |
|
20846xxxx3 |
dav**@l*******.net |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Robert Spears |
1515 S Orchard St, Boise, ID 83705 |
|
20838xxxx1 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| HeadWaters Wealth Management |
401 W Front St # 400, Boise, ID 83702 |
|
20863xxxx1 |
bar*******@h***********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor James A. Steele, Jr. |
225 N 9th St Suite 700, Boise, ID 83702 |
|
20833xxxx0 |
ale*********@m*.com |
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| Apex Leaders |
999 W Main St Suite 202, Boise, ID 83702 |
|
20890xxxx7 |
a.-*****@a**********.com |
5 |
5 |
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5 |
8 |
180 |
2 |
188 |
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| Scratch Capital |
250 S 5th St #680, Boise, ID 83702 |
|
20890xxxx8 |
dre*@s**************.com |
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| Harris Financial Advisors |
1739 S Jade Way Ste. 100, Meridian, ID 83642 |
|
20834xxxx0 |
adv***@h*******.com |
5 |
5 |
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109 |
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118 |
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| Hepworth & Associates |
1111 W Jefferson St #540, Boise, ID 83702 |
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adm*******@c*****.com |
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| Madison Poole |
3681 N Locust Grove Rd, Meridian, ID 83646 |
|
20889xxxx6 |
bra****@m***********.com |
5 |
3 |
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| Perspective Wealth Partners |
121 N 9th St Ste 204, Boise, ID 83702 |
|
20842xxxx0 |
aar***@p****************.com |
3 |
1 |
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| Merrill Lynch Financial Advisor Amy G Jones |
225 N 9th St Suite 700, Boise, ID 83702 |
|
20833xxxx1 |
ale*********@m*.com |
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| STRIVE Wealth & Protection Planning |
3597 E Monarch Sky Ln Suite 240, Meridian, ID 83646 |
|
20885xxxx0 |
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5 |
5 |
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| Mountain Pacific Investment |
877 W Main St #704, Boise, ID 83702 |
|
20833xxxx2 |
bpa*****@m***************.com |
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| The Dalton Bahney Treinen and Powers Wealth Management Group - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx0 |
abc*******@u**.com |
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| R|W Investment Management |
1028 S Bridgeway Pl SUITE 200, Eagle, ID 83616 |
|
20833xxxx3 |
gxx@i*******.com |
2.3 |
3 |
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| Legacy Wealth Management LLC |
13965 W Chinden Blvd #100, Boise, ID 83713 |
|
20895xxxx0 |
aar****@l*************.com |
5 |
23 |
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244 |
4 |
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| Investment Capital 360° |
950 W Bannock St Suite 1100, Boise, ID 83702 |
|
20831xxxx0 |
bri********@c***********.com |
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19 |
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| Christian Wealth Management |
5440 W Franklin Rd, Boise, ID 83705 |
|
20891xxxx5 |
dou*@c**********.com |
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| Verdi Wealth Management |
412 E Parkcenter Blvd STE 325, Boise, ID 83706 |
|
20833xxxx8 |
chr**@v******.com |
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| Legacy Wealth Management |
13965 W Chinden Blvd, Boise, ID 83713 |
|
20895xxxx0 |
aar****@l*************.com |
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| Choules Financial |
999 W Main St STE 100, Boise, ID 83702 |
|
43524xxxx5 |
ash***@c***************.com |
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5 |
8 |
214 |
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226 |
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| The Vorbeck Wealth Management Group - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx1 |
bre***********@u**.com |
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| Brandon Baxter - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx5 |
acm***********@m************.com |
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| Inspire Wealth Partners |
800 W Main St #1460, Boise, ID 83702 |
|
20883xxxx3 |
c18*****************************@s*****.wixpress |
5 |
4 |
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121 |
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123 |
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| Financial Planning Services, LLC |
3601 N Lakeharbor Ln, Boise, ID 83703 |
|
20885xxxx0 |
aar**@f****.com |
4 |
4 |
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| Nicholas Harris - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx7 |
bre***********@u**.com |
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| Alturas Fiduciary Services |
999 W Main St STE 100, Boise, ID 83702 |
|
20862xxxx1 |
c18*****************************@s*****.wixpress |
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| Morgan Stanley Financial Advisors |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx0 |
ade***********@m************.com |
2.7 |
3 |
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| Howe & Rusling |
910 W Main St Suite 226, Boise, ID 83702 |
|
20824xxxx4 |
hel**@h*************.com |
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75 |
18 |
101 |
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| Westmark Investment Services |
871 E Parkcenter Blvd, Boise, ID 83706 |
|
20893xxxx4 |
eri*@p******.com |
5 |
1 |
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| Wealth Management |
702 W Idaho St #1100, Boise, ID 83702 |
|
20847xxxx0 |
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| Tree City Advisors, LLC |
1673 Shoreline Dr STE 140, Boise, ID 83702 |
|
20888xxxx4 |
605*****************************@s**********.wixpress |
5 |
6 |
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5 |
5 |
235 |
29 |
242 |
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| Stifel |
800 W Main St #1260, Boise, ID 83702 |
|
20840xxxx0 |
a.-******@s*****.com |
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|
4060 |
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| Arrien Investments |
4477 W Emerald St, Boise, ID 83706 |
|
20833xxxx0 |
ale*@a*****.biz |
5 |
2 |
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| Wells Fargo Advisors |
101 S Capitol Blvd #700, Boise, ID 83702 |
|
20833xxxx0 |
ada*********@w*****************.com |
5 |
1 |
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|
188262 |
|
189000 |
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| Jason Good Perennial Investment Advisors |
9543 W Emerald St suite 207, Boise, ID 83704 |
|
31044xxxx4 |
dan*@p*************************.com |
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| Impact Financial Planners |
800 W Main St #1460, Boise, ID 83702 |
|
20840xxxx7 |
arg******@i**********************.com |
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4.8 |
16 |
375 |
25 |
380 |
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| Wood Tarver Financial (Schwab) |
1101 W River St #170, Boise, ID 83702 |
|
20834xxxx1 |
ama**********@w*********.com |
5 |
5 |
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| U.S. Bancorp Investments - Financial Advisors: Tyler David |
205 N 10th St, Boise, ID 83702 |
|
20838xxxx5 |
aar************@u*****.com |
|
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|
345310 |
5430 |
348000 |
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| Edward Jones - Financial Advisor: Leslie Boson |
3136 S Bown Way, Boise, ID 83706 |
|
20834xxxx1 |
a.j*********@e**********.com |
5 |
1 |
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87488 |
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100000 |
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| The 101 Capitol Group - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx4 |
ade***********@m************.com |
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| Gull Wealth Management |
6154 N Meeker Pl # 175, Boise, ID 83713 |
|
20868xxxx1 |
gun********@c***********.com |
5 |
2 |
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| McConnell Financial Advisors |
250 Bobwhite Ct # 340, Boise, ID 83702 |
|
20828xxxx5 |
adm**@r*************.com |
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| Wedbush Securities |
101 S Capitol Blvd, Boise, ID 83702 |
|
20833xxxx9 |
a.c**@w******.com |
3 |
1 |
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4510 |
289 |
4500 |
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| Burks Wealth Management |
501 S Main St, Meridian, ID 83642 |
|
20889xxxx9 |
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3 |
1 |
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| Auld Investment Properties |
702 W Hays St, Boise, ID 83702 |
|
20834xxxx6 |
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3 |
16 |
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| Entrepreneur Wealth Group - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx7 |
ali**********@u**.com |
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| Ron Coate - Wealth Management Associates |
2949 E Copper Point Dr STE 100, Meridian, ID 83642 |
|
20834xxxx0 |
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5 |
1 |
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| Erstad & Company, Inc. |
1108 W Boise Ave #100, Boise, ID 83706 |
|
20834xxxx9 |
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5 |
1 |
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| Next Level Wealth Planning |
1817 N Lakes Pl Ste 150, Meridian, ID 83646 |
|
20837xxxx9 |
off***@n***************.com |
5 |
15 |
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45 |
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| Paradigm Wealth Services |
39 W Pine Ave, Meridian, ID 83642 |
|
20888xxxx0 |
gar****@p*********************.com |
5 |
1 |
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| Satterfield Financial Strategies Group of Raymond James |
1109 W Main St Ste 600, Boise, ID 83702 |
|
20890xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| The Thomas Group - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx5 |
ade***********@m************.com |
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| Edward Jones - Financial Advisor: Deven T King |
1087 W River St STE 260, Boise, ID 83702 |
|
20833xxxx0 |
a.j*********@e**********.com |
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| muguira peterson group |
U.S. Bank Plaza, 101 S Capitol Blvd, Boise, ID 83702 |
|
20838xxxx0 |
jmu*****@d****.com |
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| 401K Source |
1649 Shoreline Dr UNIT 102, Boise, ID 83702 |
|
20828xxxx0 |
don********@t*****************.com |
4.3 |
6 |
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56 |
22 |
56 |
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| Gem State Investment Advisors |
4346 W Rose Hill St, Boise, ID 83705 |
|
20889xxxx0 |
ash***@g***************.com |
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| Jeff Wimer - Northwestern Mutual |
1111 W Jefferson St #540, Boise, ID 83702 |
|
20838xxxx0 |
ama*********@n*.com |
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222 |
20 |
228 |
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| Capital Financial Solutions, LLC |
6663 N Glenwood St, Boise, ID 83714 |
|
20862xxxx0 |
inf*@c*******.com |
5 |
1 |
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175 |
6 |
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| Sound Foundation Wealth Advisors - Nathan C. Downs & Cory T. Thomas |
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|
36056xxxx5 |
522*************************************@w*****************.com |
5 |
9 |
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129 |
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| Guidant Financial |
2404 Bank Dr Suite 310, Boise, ID 83705 |
|
42528xxxx0 |
513*************************************@w*****************.com |
4.4 |
169 |
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1824 |
197 |
1900 |
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| U.S. Bank - Private Wealth Advisor: Derek Banning |
101 S Capitol Blvd # 1400, Boise, ID 83702 |
|
20838xxxx4 |
aar************@u*****.com |
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345316 |
5430 |
348000 |
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| Northwestern Mutual |
1111 W Jefferson St #540, Boise, ID 83702 |
|
20838xxxx0 |
adm*******@c*****.com |
4.1 |
10 |
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| Northwestern Mutual - John Hepworth |
1111 W Jefferson St, Boise, ID 83702 |
|
20894xxxx5 |
hep***************@n*.com |
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107342 |
16237 |
108000 |
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| Link Wealth Management |
1020 N Hickory Ave #105, Meridian, ID 83642 |
|
20889xxxx0 |
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| Justin Samples - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3295 W Elder St Ste 205, Boise, ID 83705 |
|
20893xxxx6 |
dav***********@a***.com |
5 |
1 |
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468 |
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490 |
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| Vasconcellos Spiedel Wealth Management - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx6 |
ada********@u**.com |
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| BR Wealth Management |
380 E Parkcenter Blvd #205, Boise, ID 83706 |
|
20825xxxx0 |
joh*@b***********.com |
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| Roby Financial |
5865 W Hidden Springs Dr, Boise, ID 83714 |
|
20822xxxx9 |
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5 |
4 |
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| Atlas Financial Advisors, Inc. |
1020 W Main St #100k, Boise, ID 83702 |
|
20899xxxx2 |
col*@a******.com |
5 |
1 |
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74 |
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| Hammond Hutchinson Wealth Advisors of Raymond James |
950 W Bannock St #700, Boise, ID 83702 |
|
84454xxxx1 |
aar************@r***********.com |
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17483 |
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18000 |
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| Trillium Asset Management Corporation |
950 W Bannock St, Boise, ID 83702 |
|
20838xxxx7 |
ajo*******@t*************.com |
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| Northwestern Mutual |
1218 S Vista Ave, Boise, ID 83705 |
|
20838xxxx3 |
5c-************@n*****************.com |
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107340 |
16237 |
108000 |
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| Table Rock Financial Planning |
2235 Elderberry Pl, Boise, ID 83706 |
|
20862xxxx9 |
ric******@t*****************.com |
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| Petso Financial Consultants |
1405 W Main St, Boise, ID 83702 |
|
20885xxxx0 |
d.p****@p*************.com |
4.9 |
9 |
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253 |
5 |
262 |
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| Northwestern Mutual Wealth Management Company: J Scott Stevens |
1111 W Jefferson St #540, Boise, ID 83702 |
|
20894xxxx9 |
a.-***********@n*****************.com |
3 |
2 |
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| White Cloud Wealth Management |
1817 N Lakes Pl Suite 100, Meridian, ID 83646 |
|
20879xxxx3 |
inf*@w***********.com |
5 |
4 |
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| Harmon Smith Financial Group |
1111 W. Jeferson St. Suite 540 5th Floor East Wing, 1111 W Jefferson St #540, Boise, ID 83702 |
|
20894xxxx9 |
ale***************@n*.com |
4.4 |
7 |
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222 |
20 |
228 |
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| Kevin James Wang, CFP, CEPA - UBS Financial Services Inc. |
1161 W River St Suite 340, Boise, ID 83702 |
|
20894xxxx5 |
bre***********@u**.com |
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| Rebekah Fa’Asau - Fa'asau Wealth Management of Raymond James |
1109 West Main Street, Suite 600, Boise, ID 83702 |
|
20890xxxx6 |
aar************@r***********.com |
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21 |
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74 |
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| Figure 8 Investment Strategies |
1410 W Washington St, Boise, ID 83702 |
|
20838xxxx8 |
inf*@f***************.com |
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| Ripple Wealth Management |
3540 E Longwing Ln Suit 210, Meridian, ID 83646 |
|
20862xxxx0 |
sma@f*************.com |
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| Patrick McKeown - Financial Advisor, Ameriprise Financial Services, LLC |
412 E Parkcenter Blvd Ste 209, Boise, ID 83706 |
|
20836xxxx9 |
dns*****@a***.com |
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| Erwin and Associates Private Wealth Planning - Ameriprise Financial Services, LLC |
412 E Parkcenter Blvd Ste 209, Boise, ID 83706 |
|
20836xxxx3 |
ale*************@a***.com |
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| Remy Pop - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx3 |
acm***********@m************.com |
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| The Riverstone Group - Morgan Stanley |
101 S Capitol Blvd Suite 401, Boise, ID 83702 |
|
20833xxxx6 |
ade***********@m************.com |
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| Clearwater Advisors |
U.S. Bank Plaza, 101 N Capitol Blvd #1201, Boise, ID 83702 |
|
20843xxxx2 |
ast***@c*****************.com |
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| Edward Jones - Financial Advisor: Steven A Chaloupka |
1789 S Broadway Ave Suite 120, Boise, ID 83706 |
|
20833xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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101 |
2 |
101 |
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| Sovereign Investment Services |
1110 N Five Mile Rd STE 150, Boise, ID 83713 |
|
20829xxxx3 |
a@m************.com |
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4.6 |
153 |
69144 |
796 |
68000 |
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| Arche Wealth Management |
6003 W Overland Rd #302, Boise, ID 83709 |
|
20848xxxx9 |
joh*******@a******.com |
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| Starlifter Wealth Management |
Office Evolution suites, 408 S Eagle Rd Suite 205, Eagle, ID 83616 |
|
20884xxxx8 |
and***@s***************.com |
5 |
7 |
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| Craig Verdi |
412 Parkcenter Blvd, Boise, ID 83706 |
|
20855xxxx0 |
cra**@c*********.com |
3 |
2 |
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| Peggy L. Farnworth, CPA, CFP, CSA |
670 E Riverpark Ln Suite #140, Boise, ID 83706 |
|
20834xxxx7 |
a12*************************************@w*****************.com |
5 |
2 |
|
|
5 |
5 |
163 |
|
770 |
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| Northwestern Mutual Wealth Management - Max Wilson, CFP |
1111 W Jefferson St #540, Boise, ID 83702 |
|
20894xxxx7 |
ark**************@n*.com |
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| FSM Wealth (formerly Castlebury Financial Advisors) |
971 E Winding Creek Dr, Eagle, ID 83616 |
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20895xxxx5 |
ash****@f********.com |
5 |
1 |
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283 |
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| Caprock |
800 W Main St #1150, Boise, ID 83702 |
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20836xxxx0 |
aar*******@c******.com |
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| Edward Jones - Financial Advisor: Todd Murphey, CFP® |
407 W Bannock St STE 100, Boise, ID 83702 |
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20867xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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87488 |
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100000 |
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| C Lancer Erwin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
412 E Parkcenter Blvd Ste 209, Boise, ID 83706 |
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20836xxxx3 |
ale*************@a***.com |
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