Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
42 years
Location
Kalispell, MT
Centaurus Financial, Inc.
Enterprise
Debbie Cavanaugh is a financial advisor with Centaurus Financial, Inc. in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Centaurus Financial since 2020 and previously spent seven years at Independent Financial Group and over three decades at West Coast Financial & Insurance Services Inc. Outside of her advisory role, she serves as a board member for Montana Bar Fairies, a nonprofit focused on public awareness of the hazards of impaired driving. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies and offers various specialized financial planning and portfolio management services.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: Up to 2.25% annually (flat or tiered depending on program) $25,000+: Up to 2.25% annually (varies by program)
Commissions may be charged for certain products, e.g., annuities or alternative investments sold through affiliated Broker-Dealer for which client pays commissions instead of advisory fees initially.
Hourly fees may be charged for financial planning and consulting services; specifics are negotiable and vary by client circumstances.
Account minimum: $25,000 Fee-only: Annual asset-based advisory fees, negotiable, with maximum up to 2.25% depending on program selected. Fee may be flat or tiered schedule.
Kalispell, MT
Kalispell MT
Advisors at this office
1
Arizona · California · Hawaii · Indiana · Montana · Nevada · Oregon · Washington
42 years of industry experience
Centaurus Financial INC.
2020 - Present • 6 years
Anaheim, CA
Independent Financial group
2013 - 2020 • 7 years
San Diego, CA
West Coast Financial & Insurance Services Inc.
1991 - Present • 35 years
Laguna Niguel, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFP®, CFA®, Series 66
Kalispell, MT
Entrusted Wealth
Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.
CFP®, CFA®, Series 63
Kalispell, MT
Glacier Investment Management
David Wigginton is a CFP® and CFA® with 18 years of industry experience. He has been with Glacier Investment Management since 2017 and previously worked at DISCERN Analytics, a data visualization and analytics firm, where he serves as a managing director assisting with due diligence inquiries. Glacier Investment Management serves individuals, families, trusts, estates, corporations, charitable organizations, and retirement plans, providing integrated wealth management, financial planning, tax and estate planning, and retirement plan advisory services. The firm’s investment approach focuses on risk management, diversification, and a long-term perspective, utilizing proprietary models alongside fundamental and technical analysis.
CFP®, Series 66
Kalispell, MT
Ascent Wealth Management
John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.
Series 65
Kalispell, MT
Pinecrest Advisors
Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 license and four years of industry experience. His prior work includes roles at US Bank, Fox River Capital, and Saputo Dairy Products. Outside of advising, Parker works as a Senior Data Consultant at Snow Fox Data, focusing on analytics development, AI/ML, and data engineering. Pinecrest Advisors offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and institutional clients. The firm emphasizes individualized portfolio construction using a range of investment vehicles and employs both strategic and tactical allocation approaches.
Series 63, Series 65
Bigfork, MT
Platler Capital Management LLC
Matthew Platler is the sole advisor at Platler Capital Management LLC in Bigfork, MT, holding Series 63 and Series 65 designations with 20 years of industry experience. He has led Platler Capital Management since 2008, continuing with the independent firm since 2024. Platler Capital Management provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a non-discretionary investment approach using fundamental and technical analysis combined with strategies such as diversification and tactical asset allocation, requiring client authorization for each transaction.
Series 65
Bigfork, MT
Noisy Creek Capital
Scott Cummings is the sole advisor at Noisy Creek Capital, an independent firm based in Bigfork, MT. He holds a Series 65 designation and has three years of industry experience. Before founding Noisy Creek Capital, he worked at Eightfold.ai, Qualtrics, and Accenture, with a background that includes engineering, management consulting, and software companies. Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized investment portfolios with a long-term orientation, while also accommodating shorter-term trades as market conditions or client objectives require.
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