Spinnaker Financial Advisors, LLC

Spinnaker Financial Advisors, LLC (CRD# 118885) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $48,979,923 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $256,439
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Spinnaker Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph R. Call
CRD#: 3091475
2922 Cortez Avenue, Idaho Falls, ID 83404
96
Wealthminder
score

Joseph Call (CRD# 3091475) is an Investment Advisor Representative working at Spinnaker Financial Advisors, LLC in Idaho Falls, ID and has over 18 years of experience in the finance industry. Joseph Call has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alan S. Campbell
CRD#: 5128930
2922 Cortez Avenue, Idaho Falls, ID 83404
96
Wealthminder
score

Alan Campbell (CRD# 5128930) is an Investment Advisor Representative working at Spinnaker Financial Advisors, LLC in Idaho Falls, ID and has over 10 years of experience in the finance industry. Alan Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.