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At East Idaho Wealth Management, we care about you. Our desire is to become your trusted advisor and friend. There are many strong voices enticing investors to put their money in a myriad of investment options. We strive to help you sift through these options and find the best strategy that is right for you and your family. Looking for investment or insurance services? Look no further!

Main Areas of Focus:

  • Retirement Planning
  • Life Insurance
  • Investment Services
  • 401(k) Transition Assistance
  • Mutual Funds

Idaho Falls Branch
865 S. Woodruff Ave.
Idaho Falls, ID 83401

Ammon Branch
3255 17th. St.
Ammon, Idaho 83406

FINRA BrokerCheck


Life Insurance is a method for handling financial risk in the event of death. Instead of trying to amass a sizable emergency fund—a task that may be difficult to achieve—life insurance can help create a fund for your family in the event of your death.



Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.

Adam Serr, CFP®
Adam Serr, CFP® Program Manager
Shayla Kelley
Shayla KelleyWealth Advisor
Sam Gardner, MBA
Sam Gardner, MBAWealth Advisor
Kristin Bergeson
Kristin BergesonSales Assistant

Securities and insurance offered through LPL or it’s affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. East Idaho Credit Union and East Idaho Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using East Idaho Wealth Management, and may also be employees of East Idaho Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, East Idaho Credit Union or East Idaho Wealth Management.

The LPL Financial registered representatives 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.