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Advanced Financial Solutions, Inc.

4700 North Cloverdale Rd, Suite 205
Boise, Idaho 83713
United States
Contact :      Dave Wilhite or Lori
Phone :       208 376-0091
Fax :             208 376-0092
Email :
Web : 

Advanced Financial Solutions, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $10
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1993
Wrap Programs Offered? : Yes
# of Accounts Managed : 145
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Security Service Network, Inc.   $

Advanced Financial Solutions, Inc. History

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 1 Analysts : 1
Portfolio Managers : 1 Traders : 1
Client Service : 1 Operation : 1

Advanced Financial Solutions, Inc. Personnel

Mr.  David Wilhite

Tel : 208 376-0091
David A. Wilhite, owner of Advanced Financial Solutions, Inc., has over 24 years of financial planning and investment experience with the following professional designations: ĚCERTIFIED FINANCIAL PLANNER?, CFP« are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board?s initial and ongoing certification requirements. ĚChartered Financial Consultant, ChFC ĚCertified Life Underwriter, CLU ĚRegistered Financial Consultant, RFC ĚCertified Fund Specialist, CFS Advanced Financial Solutions, Inc. provides Fee-Based Comprehensive Personal and Business Financial Planning Services through a process of establishing financial goals and objectives, gathering data, processing and analyzing information, recommending a Comprehensive Financial Plan, and implementing the plan. Advanced Financial Solutions, Inc. provides to the client specific recommendations which may include, but not be limited to the following: tax planning, risk management, investments, insurance, educational funding, retirement planning, employee benefits planning, corporate or business planning in coordination with personal situation, cash flow analysis, financing options, and charitable strategies. Additionally, Advanced Financial Solutions, Inc. provides Fee-Based Investment Management / Supervisory Services, defined as making investments for a client based on the on-going needs and goals of the client, or supervising the investment management process being conducted by third-party Investment Managers on behalf of the client. Advanced Financial Solutions, Inc. offers Asset Management Services involving the use of various investment vehicles, usually primarily mutual funds. Advanced Financial Solutions, Inc. typically allocates a client?s assets among various asset classes in such a way designed to reach the expected return for a given level of risk, in accordance with the client?s specific goals, financial situation, risk tolerance and any investment constraints of the client.

Mrs.  Lori Lobato

Client Contact
Tel : 208-376-0091

Advanced Financial Solutions, Inc. Product Name

Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.

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