user avatar

David Arthur Rensvold

Advisor at LPL Financial — Polson, MT

Updated today

Credentials

Series 63, Series 66

Experience

32 years

Location

Polson, MT 59860

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

David Rensvold is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2016 and previously held positions at Cetera and First Interstate Bank, where he continues to serve as an Investment Specialist. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Polson, MT

49573 Us Hwy 93

Polson MT 59860

Advisors at this office

1

Most active in

Montana · Texas

Work history

32 years of industry experience

LPL Financial

2016 - Present • 10 years

Polson, MT

Cetera

2014 - 2016 • 2 years

Polson, MT

Cetera Investment Services Llc

2011 - 2016 • 5 years

St. Cloud, MN

First Interstate Bank

2011 - Present • 15 years

Polson, MT

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

Kenneth R

Series 66

Rollins, MT

Eagle Spirit Investments Consulting, Inc.

Kenneth Robbins is a financial advisor with Eagle Spirit Investments Consulting, Inc. He holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Spirit Investments Consulting since 2011. Robbins is a minority shareholder of Robbins, Inc., a family corporation that previously managed a small business. Eagle Spirit Investments Consulting provides discretionary portfolio management and financial planning services to individual and organizational clients, including institutional and nonprofit entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement tailored long- and short-term trading strategies, managing client assets directly with a focus on a limited set of instruments and client relationships.

Passive / index investing
user avatar

Dean M

Series 65

Polson, MT

Prospera Financial Services, inc.

Dean Morris is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Dorsey & Company Inc for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Laura M

Series 66

Polson, MT

Edward Jones

Laura Mehl is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 credential and 1 year of industry experience. She has been affiliated with Edward Jones since 2002. Outside of advising, she is involved in creating and selling artwork and crafts, with plans for her pieces to be displayed in a local gallery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

David M

Series 63, Series 65

Polson, MT

Cambridge Investment Research Advisors

David Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he serves as president and board member of the Riverside Terraces Landowners Association in Polson, MT, and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, employing a variety of portfolio management strategies and platform arrangements tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Adam H

Series 66

Polson, MT

Edward Jones

Adam Heggelund is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following prior roles at MacDon Inc. and a brief period outside of the workforce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Wesley R

Series 66

Polson, MT

Edward Jones

Wesley Rigler is a financial advisor at Edward Jones in Polson, MT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Centurion Management and AT&T/DirecTV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")