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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Glen C. Wright, CFP®

Randall S. Linde & Associates

3363 Merlin Dr
Idaho Falls, ID 83404-7405
View on Map
(208) 523-9900

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Max Lynn Wilson, CFP®

Northwestern Mutual Financial Network

1111 W Jefferson St Ste 540
Boise, ID 83702-5393
View on Map
(208) 947-5247

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Contact
Jason R. Haas, CFP®

Eagle River Financial

439 E Shore Dr
Eagle, ID 83616-6403
View on Map
(208) 938-2199

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Risk Management, Wealth Management

Contact
Daren Jake Denning, CFP®

LPL Financial

1650 E Sunnyside Rd
Idaho Falls, ID 83404-7432
View on Map
(208) 656-1000

1087 Erikson Dr
Rexburg, ID 83440-5297
View on Map
(208) 656-1000

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning

Contact
Mark Bret Umek, CFP®

Steckler & Wynns Financial Group

123 S 3rd Ave
Sandpoint, ID 83864-1261
View on Map
(208) 255-2766

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management

Contact
B.J. Smith, CFP®

BJ Smith CPA PA

910 W Main St
Ste 350
Boise, ID 83702-5743
View on Map
(208) 336-2444

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Robert D. Long, CFP®

Jordan & Co Chtd CPAs

109 N Arthur Ave Ste 400
Pocatello, ID 83204-3105
View on Map
(208) 232-5471

1699 E Silverspot Ln
Boise, ID 83706-6124
View on Map
(208) 333-8362

Compensation Method: Fee Only
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, General Financial Planning, Investment Management

Contact
Robert E. Gillette, CFP®

Camden Financial Services

3615 McCaleb Dr
Pocatello, ID 83201-8027
View on Map
(208) 237-6311

Compensation Method: Commission and Fee
Minimum Investable Assets: $100
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Planning, Planning for Couples, Retirement Income Management, Retirement Planning

Contact
Verlene Merl Claiborn, CFP®

3 Mark Financial

161 5th Ave S
Ste 201
Twin Falls, ID 83301-6217
View on Map
(208) 732-0088

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Long-Term Care, Retirement Income Management, Retirement Planning

Contact
J. R. Smith, CFP®

Provision Financial Advisors

10368 W Altair Dr
Star, ID 83669-5615
View on Map
(208) 286-0885

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Vicki Motloch, CFP®

Waddell & Reed

1075 S Utah Ave Ste 100
Idaho Falls, ID 83402-3338
View on Map
(208) 529-3993

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact
Lesley C. Atchley, CFP®

Atchley Financial Group Inc

601 E Front Ave Ste 203
Coeur D Alene, ID 83814-5169
View on Map
(208) 664-1900

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Geary M. Jerde, CFP®

LPL Financial

87 W Sargent Dr
Hayden Lake, ID 83835-8254
View on Map
(208) 762-3174

Compensation Method: None Provided
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Investment Management, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning, Social Security Planning

Contact
Michael Stephen Treinen, CFP®

UBS Financial Services, Inc.

1161 W River St Ste 340
Boise, ID 83702-7065
View on Map
(208) 947-1999

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Young Professionals

Contact
Eric Rabbanian, CFP®

Rabbanian Financial Planning, Inc.

1818 E Spring Meadow Lane
Boise, ID 83706
View on Map
(208) 495-3249

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Ronald L Glendening, CFP®

Pinkerton Retirement Specialis

2141 N Merrit Creek Loop
Coeur D Alene, ID 83814-4949
View on Map
(208) 667-8998

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
Melinda A. Sander, CFP®

Morgan Stanley Wealth Management

101 S Capitol Blvd Ste 401
Boise, ID 83702-7715
View on Map
(208) 338-6973

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Investment Planning, Retirement Planning

Contact
Jeffrey G. Nesset, CFP®

DA Davidson & Company

0305 5th St
Lewiston, ID 83501-6268
View on Map
(208) 743-0818

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
J. Chris Hendrickson, CFP®

Berkeley, Inc

3778 N Plantation River Dr Ste 102
Boise, ID 83703-3011
View on Map
(208) 853-6980

Compensation Method: Fee Only
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Planning for Couples, Retirement Planning

Contact
Larry E. Gabbitas, CFP®

MassMutual Financial Group

1108 W Boise Ave Ste 100
Boise, ID 83706-3527
View on Map
(208) 343-8899

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, General Financial Planning, Life Planning, Life Transitions

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