← Tributary

CONTINENTAL INVESTORS SERVICES, INC.

LONGVIEW, WA · CRD 29775 · IAPD ↗ · cisinvest.com · 360-423-5110

$231.9MRegulatory AUM
8Advisory reps
14Employees
824Clients
0Planning clients
0Private funds
21States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
August 2026 — CONTINENTAL INVESTORS SERVICES, INC. notice-filed in MT, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2026 — CONTINENTAL INVESTORS SERVICES, INC. notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — CONTINENTAL INVESTORS SERVICES, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — CONTINENTAL INVESTORS SERVICES, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.