Magic Valley/Wood River

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Joshua D. Rose, AIF®

Financial Advisor

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About Me

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Jennifer Colvin

Financial Advisor

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Mini-Cassia, Eastern Idaho, & Utah

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Dee Darrington

Financial Advisor

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Treasure Valley

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Jim Ostyn, CFP®

Financial Advisor

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About Me

Securities and Insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investment Adviser Representatives only offer advisory services. Investments are:

  • Not FDIC/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

Check the background of this investment professional on FINRA's BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

The information on this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Investment Adviser Representatives may only offer advisory services in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.

Getting to Know Your Advisor

We are all about relationships and want you to feel comfortable working with us so we encourage our clients to ask questions. Services provided by D.L. Evans Investment Services 

  • What services do you provide?
  • What can I expect from you?
  • How often will we meet?
  • When will you contact me?
  • How are you compensated?
  • How often do we review my portfolio and its performance?
  • How often do we review the progress toward achieving my goals?

When to Contact Your Advisor

Personal or life changes, such as:

  • Marriage
  • Divorce
  • Birth or death in the family
  • Lawsuit
  • Inheritance
  • Significant debt repayment that may free up cash
  • Work-related bonus or stock options
  • Buying or selling a primary residence, vacation, or rental property

Business changes:

  • Purchase or sale of a business
  • Other business related or large-flow expense

Estate planning concerns:

  • Long-term care
  • Asset transfer
  • Generational planning
  • Estate taxes
  • Charitable giving
  • Business succession