Warren Schliiter has been an investment adviser representative at Sila Financial since October 2020, and is not listed among the firm’s executive officers or direct owners.
Sila Financial, LLC is a firm with $124M under management, 100 clients and 1 adviser across 2 offices, as of its February 2026 filing.
Warren Schliiter’s longest registration was 19 years at KMS Financial Services, Inc (2001–2020). Before joining Sila Financial in 2020, Warren Schliiter was registered through KMS Financial Services, Inc.
- Sila Financial, LLCCurrent– present · 5 yearsKetchum, ID · Adviser representative · Firm CRD 298406
- KMS Financial Services, Inc– · 19 yearsKetchum, ID · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Warren Schliiter is registered as an investment adviser representative in 2 states. The first approvals date from October 2020; the most recent is Idaho, in January 2021.
- IdahoSince 8 January 2021
- WashingtonSince 27 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 January 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 1993 |
| Series 1 | Registered Representative Examination | 14 October 1969 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Warren William Schliiter
- CRD
- 413688
- Firm
- Sila Financial · CRD 298406
- Office
- Ketchum, ID
- Registration
- Investment adviser registration
- In the industry since
- November 1970
- Disciplinary history
- Not yet shown here · SEC record
Where does Warren Schliiter work?
Warren Schliiter is an investment adviser representative registered through Sila Financial, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Warren Schliiter a financial advisor?
Yes. Warren Schliiter has a current investment-adviser registration in Idaho and Washington, through Sila Financial since October 2020.
How many years of experience does Warren Schliiter have?
Warren Schliiter has 55 years in the financial industry, since November 1970, across 2 adviser firms.
What exams has Warren Schliiter passed?
Warren Schliiter has passed 4 licensing exams: the Series 1, Series 63, Series 66 and Series 7TO. The earliest, the Series 1, was passed in October 1969. FINRA credited Warren Schliiter with the SIE, which began in October 2018.
Where is Warren Schliiter based?
Warren Schliiter’s registered office is in Ketchum, ID.
Is Warren Schliiter registered with FINRA?
No. Warren Schliiter has no current broker registration.
How can I verify Warren Schliiter’s record?
Search CRD 413688 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Warren Schliiter’s full registration record.