Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
A densely populated state like Montana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Montana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Montana
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
233
non-vetted advisors in your local area. These financial advisors in
Montana
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Montana
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Montana.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 25 Years | Not Specified | $100,000 | Fee-Based |
Qualifications
CRD# 2954713
Firm CRD# 6413
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
501 RIVER DR S STE 200,
Great Falls,
MT
59405
Phone Number
406-450-0507
For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, attention to detail, and unwavering commitment to the well-being of my clients are the hallmarks of my service process. I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Research This Advisor" section above.
OUR APPROACH IS SIMPLE. WE STRIVE TO ALLEVIATE THE STRESS AND WORRY FROM MANAGING YOUR WEALTH. Whether it's a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one - change is inevitable. Let our team with over 100 years of combined financial experience help you pursue your personalized goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 651 | 70553 | $27,232,921,779 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 25 | 1846 | $5,729,989,821 | A percentage of AUM, Fixed fees
|
|
| 23 | 2125 | $2,489,292,610 | A percentage of AUM
|
|
| 17 | 1378 | $1,712,114,137 | A percentage of AUM
|
|
| 8 | 17 | $1,206,698,986 | A percentage of AUM, Fixed fees
|
|
| 10 | 1493 | $666,886,891 | A percentage of AUM, Subscription fees
|
|
| 6 | 1099 | $653,000,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 1 | $328,021,000 | A percentage of AUM
|
|
| 7 | 1146 | $309,243,419 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 496 | $218,528,471 | A percentage of AUM
|
|
| 17 | 3 | $174,258,187 | A percentage of AUM
|
|
| 3 | 1147 | $168,495,774 | A percentage of AUM, Hourly charges, Other (WEALTHSCOPE SERVICE FIXED MONTHLY FEE)
|
|
| 3 | 188 | $111,701,416 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 964 | $103,493,604 | A percentage of AUM
|
|
| 5 | 80 | $73,788,737 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 401 North 31st Street, Suite 900, Billings, MT 59101 | 406-896-4422 | |
| 401 North 31st Street, Suite 900, Billings, MT 59101 | 406-896-4431 | |
| 2615 Connery Way, Missoula, MT 59808 | 406-541-2100 | |
| 401 North 31st Street, Suite 900, Billings, MT 59101 | 406-238-8917 | |
| 4 Sunset Plz, Ste 100, Kalispell, MT 59901 | 406-541-2100 | |
| 2615 Connery Way, Missoula, MT 59808 | 406-541-2100 | |
| 3178 Gabel Rd, Ste 1, Billings, MT 59102 | 406-294-5000 | |
| 3178 Gabel Rd, Ste 1, Billings, MT 59102 | 406-294-5000 | |
| 303 N Broadway, Ste 300, Billings, MT 59101 | 406-655-9228 | |
| 3178 Gabel Rd, Ste 1, Billings, MT 59102 | 406-294-5000 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
