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Find Top Financial Advisors in Great Falls, Montana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Great Falls, Montana
Last Updated - 29-Sep-2022

Great Falls has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 22 non-vetted advisors in your local area. These financial advisors in Great Falls, Montana have an average of 25 years of experience.

NOTE: The list of financial advisors in Great Falls, Montana mentioned below do 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 Great Falls, Montana.

Qualified Financial Advisors in Great Falls, Montana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Sean Pahut
MONTANA WEALTH MANAGEMENT
501 RIVER DR S STE 200,
Great Falls, MT 59405
25 Not Specified 100,000 Fee-Based

Information on Qualified Financial Advisors in Great Falls

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.

About Montana Wealth Management

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


Top Financial Advisor Firms in Great Falls, Montana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
D.A. Davidson & Co.
8 Third Street North,
Great Falls, MT 59401
$27,232,921,779 70553 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Davidson Investment Advisors, Inc.
8 Third Street North,
Great Falls, MT 59401-3104
$2,489,292,610 2125 A percentage of AUM

    List of Additional Advisors in Great Falls, Montana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Selene M Thomas
    Inquire with Selene
    1105 2nd Ave N, Great Falls, MT  59401 406-453-4169
    Allstate Personal Financial Representative: Joseph McDaniel
    Inquire with Allstate
    1201 10th Ave S, Ste 103, Great Falls, MT  59405 406-788-8279
    First Command Financial Advisor
    Inquire with First
    #1 5th St N, Great Falls, MT  59401 406-727-2994
    First Command Financial Advisor
    Inquire with First
    #1 5th St N, Great Falls, MT  59401 406-727-2994
    David Milkovich
    Inquire with David
    4200 14th Ave S, Great Falls, MT  59405 406-799-3392
    Eric Allen Dryden
    Inquire with Eric
    1324 Central Ave W, Great Falls, MT  59404 406-799-5399
    Edward Jones
    Inquire with Edward
    501 1st Ave South, Great Falls, MT  59401 406-727-1111
    Edward Jones
    Inquire with Edward
    720 River Dr S, Suite 300, Great Falls, MT  59405 406-727-5540
    Edward Jones
    Inquire with Edward
    700 2nd St South, Suite 2, Great Falls, MT  59405 406-952-0413
    Edward Jones
    Inquire with Edward
    300 15th Street South, Suite 4, Great Falls, MT  59405 406-454-9999
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      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.

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      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.

      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?