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Continental Investors Services, Inc.

Updated today

Client assets under management

$191,192,432

Clients

602

0% high-net-worth

Advisors

8

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

75

High

Average account size

$317,595

About

Continental Investors Services, Inc. provides SEC‑registered investment advisory and portfolio management services primarily to individual (non‑high‑net‑worth) clients, offering managed portfolios alongside related financial planning and insurance solutions. The firm operates through a team of registered representatives who hold a range of securities and insurance licenses and handle client accounts on a fee basis.

The firm’s investment capability includes an emphasis on fixed‑income and municipal securities, supported by representatives with municipal securities and principal-level licenses and fixed‑income trading experience. Continental combines discretionary portfolio management with the ability to effect brokered transactions and insurance sales, and it maintains internal supervisory procedures overseen by its compliance officer.

What distinguishes Continental from many peer teams is the coexistence of broker‑dealer activity and commissionable insurance sales with its advisory business—an arrangement that is uncommon among similarly sized team firms. The firm discloses prior regulatory actions involving its broker‑dealer related to municipal securities reporting and pricing and notes potential conflicts where representatives receive commissions for insurance or brokered transactions, which the firm says are addressed through supervision and disclosure.

Client services

Portfolio management
Portfolio management for non-profit organizations

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Fee options

Commissions

Commission-based compensation is offered through insurance sales and broker-dealer activities.

Main office location

Continental Investors Services, Inc.

1330 Broadway St.

Longview WA 98632, United States

Number of offices

2

Most active in

Alaska · Arizona · California · Colorado · Florida · Georgia · Idaho · Massachusetts · Nevada · New Jersey · New York · North Dakota · Oklahoma · Oregon · Texas · Utah · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.

user avatar

Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

user avatar

Robert N

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.

user avatar

Daniel W

Series 63, Series 65, Series 66

Caldwell, ID

Continental Investors Services, Inc.

Daniel Wells is a financial advisor with Continental Investors Services, Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Continental Investors Services since 2000. Outside of financial advising, Wells is president and owner of Dan Martin Investments LLC, which operates Redlight Photography, a portrait photography business. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm combines discretionary portfolio management with brokered transactions and insurance sales through a team of licensed representatives.

user avatar

Matthew B

Series 63, Series 66

Caldwell, ID

Continental Investors Services, Inc.

Matthew Brassfield is a financial advisor at Continental Investors Services, Inc. in Caldwell, Idaho, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Continental Investors Services, he worked for ten years at Gooding Farms Inc. Continental Investors Services provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions through a team of licensed representatives. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

user avatar

Betty T

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Betty Trembley is a financial advisor with Continental Investors Services, Inc. in Longview, WA. She holds Series 63 and Series 65 licenses and has 44 years of industry experience, including 34 years with Continental Investors Services. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm combines discretionary portfolio management with broker-dealer activities and insurance sales, operating through a team of licensed representatives.

user avatar

Michelle E

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Michelle Elo is a financial advisor at Continental Investors Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Continental Investors Services since 1995. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on managed portfolios, financial planning, and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

user avatar

Daryl M

Series 63, Series 65

Renton, WA

Continental Investors Services, Inc.

Daryl Miller is a CFP® and ChFC® with 27 years of industry experience. He has worked at Continental Investors Services, Inc. since 2019 and previously spent 12 years at Sweetwater Investments, Inc. Miller holds Series 63 and Series 65 licenses and is based in Renton, WA. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with brokered transactions and insurance sales, operating through a team of licensed representatives.

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