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
25 years
Location
Charlo, MT
LPL Financial
Institution
Elizabeth Jewell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Western International Securities, Inc. for eight years and Financial West Group for sixteen years. Jewell is also involved in Jewell Enterprises, LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad network of over 22,800 advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Charlo, MT
Charlo MT
Advisors at this office
1
California · Montana
25 years of industry experience
LPL Financial
2025 - Present • 1 year
Northridge, CA
Western International Securities, Inc.
2017 - 2025 • 8 years
Pasadena, CA
Financial West Group
2001 - 2017 • 16 years
Westlake Village, 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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.
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.
Series 66
Ronan, MT
LPL Financial
Kenneth Richardson is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including Cetera and Voya Financial Advisors, and operates Stonefly Financial LLC alongside his role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research and operational tools.
Series 63, Series 65
Ronan, MT
LPL Financial
Eric Wrisley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Mass Mutual. He is based in Ronan, Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice implemented through a variety of discretionary and non-discretionary strategies.
Series 63, Series 65
Ronan, MT
LPL Financial
Tyler Krell is a financial advisor with LPL Financial based in Ronan, MT, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Expedition Trips, Gap Inc., and Apple Pioneer Place. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.
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