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Sean Pahut
Montana Wealth Management

Tel: 406-450-0507
501 River Dr S Ste 200
Great Falls, MT 59405
Montana Wealth Management | Financial Advisor in Great Falls ,MT

About Sean Pahut

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.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   1922
Insurance License#:   907570
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities

Services

Investment Types:   Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Video Conference, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Variable Life, Long Term Care

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   Tiered
Minimum Fee Charged for Managed Accounts:   1.25
Minimum Fee Charged for Hourly Planning Accounts:   $250

Board Positions

Organization :   Great Falls Central High School, Great Falls, MT
Position :   Finance Council
Duration :   08/20/2020-Present

Education

BA  - Finance   Carroll College  - Helena, MT
08/20/1989-06/01/1993


Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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