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Curtis Almy

Advisor at OSAIC

Updated today

Location

Miles City, MT 59301

Credentials

CFP®, Series 63, Series 65

Industry experience

38 years

About

Curtis Almy is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Outside of his advisory role, Almy is involved in various community and business activities, including serving as a volunteer special advocate, a board member of a nonprofit organization, and a commissioner on the Montana Human Rights Commission. He is also a majority owner of Cat's Claw Fasteners LLC, a company that manufactures and markets fasteners. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that delivers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, utilizing a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

28 N Montana Ave

Miles City, MT 59301

Most active in

Montana · Texas

Work history

OSAIC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

Securities America Advisors

2015 - 2024 (9 years)

Securities America Inc

2015 - 2024 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jamie O

Series 66

Miles City, MT

OSAIC

Jamie Ogolin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Investment Centers of America. Ogolin serves on the boards of Miles Community College and the Custer County Educational Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven asset allocation and portfolio management tools across various investment vehicles.

Annuities Founder/Business Owner Executive Retired
user avatar

Jeffrey B

Series 66

Miles City, MT

OSAIC

Jeffrey Brabant is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked with Securities America Advisors and Securities America, Inc. prior to joining OSAIC. Outside of his advisory role, Brabant serves as an assistant baseball coach at Miles Community College. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment options and advisory programs.

Annuities Founder/Business Owner Executive Retired
user avatar

Karissa N

Series 66

Miles City, MT

OSAIC

Karissa Nissen is a Series 66-licensed financial advisor with four years of industry experience, currently with Osaic Wealth, Inc. She has held positions at Securities America Advisors and Avantax Advisory Services and manages a tax and accounting practice, Professional Financial Services LLC. Outside of finance, she is a partner in The Bark LLC, an animal hospitality business, and owns The Goal Post LLC, which provides concessions for youth sporting events. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering advisory and brokerage services through a large network of financial advisers. The firm employs a comprehensive investment process that includes risk-tolerance assessments and portfolio optimization, managing both discretionary and non-discretionary accounts with access to various custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired

Quade J

Series 66

Miles City, MT

Edward Jones

Quade Jessen is a financial advisor at Edward Jones in Miles City, MT, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Two Rivers Ford and Mac's Frontierland. Outside of advisory work, he is involved in managing inventory for Mac's Frontier Sales and owns Storage Connection LLC, a storage business in Brockway, MT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Joshua S

CFP®, Series 66

Miles City, MT

Edward Jones

Joshua Sloan is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a national network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kasey K

Series 66

Miles City, MT

Edward Jones

Kasey Krueger is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent five years at Stockman Bank of Montana. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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