#1Five Pine Wealth
FIVE PINE WEALTH MANAGEMENT INC.
Serves this area from Coeur d'Alene, ID (48 mi)
Retirement Plan Advisors in Shoshone County, ID
The top-ranked retirement plan advisors serving Shoshone County, ID are Five Pine Wealth, Pinkerton Wealth Partners and Williams And Schiller Wealth Management, LLC. We list 3 retirement plan advisors serving Shoshone County, ID. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Shoshone County, ID. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Shoshone County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Five Pine Wealth | SEC-registered investment adviser (CRD)#317657 | Coeur d'Alene, ID (48 mi) | (877) 333-1015 |
| 2 | Pinkerton Wealth Partners | SEC-registered investment adviser (CRD)#120973 | Coeur d'Alene, ID (50 mi) | (800) 634-2008 |
| 3 | Williams And Schiller Wealth Management, LLC | SEC-registered investment adviser (CRD)#143049 | Sandpoint, ID (71 mi) | (208) 265-5959 |
#2Pinkerton Wealth Partners
PINKERTON WEALTH, LLCServes this area from Coeur d'Alene, ID (50 mi)#3Williams And Schiller Wealth Management, LLC
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLCServes this area from Sandpoint, ID (71 mi)
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Frequently asked questions
How many retirement plan advisors serve Shoshone County?
We list 3 retirement plan advisors serving Shoshone County, ID: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Shoshone County?
The top-ranked retirement plan advisors serving Shoshone County, ID are Five Pine Wealth, Pinkerton Wealth Partners and Williams And Schiller Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Shoshone County are verified against official records?
3 of the top 3 match an active official record: Five Pine Wealth (U.S. Securities and Exchange Commission), Pinkerton Wealth Partners (U.S. Securities and Exchange Commission) and Williams And Schiller Wealth Management, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Kellogg, Pinehurst, Osburn, Wallace, Smelterville, Mullan, Silverton, Wardner