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PERSONALIZED
GUIDANCE

FOR
LIFELONG CONFIDENCE

Personalized Guidance

Fee Based Advisory and Brokerage Accounts

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  • Stocks

  • Bonds

  • Mutual Funds

  • ETFs

  • REITs

  • 401(k), TSP and 403(b) Rollovers

  • Small Business Retirement Plans: SEP and SIMPLE IRAs

  • Systematic Investment Plans

  • Elder Care: Conservatorship Accounts

  • Investment Options for Minors

  • Annuities: Fixed and Variable​

  • Life Insurance

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Profectus Wealth Management Logo

Phone: (208) 944-2423

Fax: (208) 391-5641

PO Box 638

Post Falls, ID, 83877

Regional Office

Prudential Advisors

7525 SE 24th St

Suite 110

Mercer Island, WA 98040

LPL Enterprise Form CRS

 

Check the background of this investment professional associated with this site on FINRA’s BrokerCheck.

 

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC,  and an affiliate of LPL Financial.

 

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

 

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Profectus Wealth Management or Prudential.

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The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

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