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
Looking for a financial advisor in Billings, Montana? Look no further than WiserAdvisor. It is a good place to start with your search to compare vetted advisors and firms and find one that meets your needs. It is essential for those who want to make informed decisions about their personal finances to consider working with a financial advisor as seeking assistance from a professional can provide you with better financial insights that greatly impact your investment returns. On our directory listing of qualified financial advisors in and around Billings, Montana, you'll find ranked professionals who are experienced in retirement planning, investment strategies, wealth management, financial planning, estate planning, and more to help individuals like you with their financial goals.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | Not Specified | $100,000 | Not Specified |
Qualifications
CRD# 3071345, 7082044
Firm CRD# 6413
Series 7, 66
Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets
Office Location
404 N. 31st Street,
Suite 423,
Billings,
MT
59101
Phone Number
406-409-3450
At Ten40Investing, there is a large team of specialists behind us at LPL Financial that partner & specialize with our independent branch for security, enhanced strategies, and compliance oversight for the benefit of our clients. Ultimately, being an independent Advisor meant not being subject to traditional business models common to the financial and broker industry, operating as a self-employed fiduciary, setting our fees lower than the general competition, having more flexibility, and tools for clients' portfolios and financial plan -- all for the clients' greater benefit. At LPL Financial - we believe that a better investment experience begins with independent, personalized advice. That means that when your financial professional works with LPL, they have the freedom to focus solely on your objectives and financial goals. They're free to build their own personal relationships with their clients. Free to choose the business model and practices that work best for them. And free to recommend only the investment strategies that they believe will best serve their clients. - LPL Financial 8/02/2022
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 30 | 2813 | $5,065,457,259 | A percentage of AUM, Fixed fees |
|
| 10 | 2138 | $1,134,563,584 | A percentage of AUM, Hourly charges, Subscription fees |
|
| 2 | 271 | $206,599,567 | A percentage of AUM, Hourly charges, Fixed fees |
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.
