Advisors at this firm
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.
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.
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.
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.
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.
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.
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.
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.