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 bringing 25 years of industry experience. She has previously worked at Western International Securities, Inc. and Financial West Group. Jewell also operates Jewell Enterprises, LLC, an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
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.
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 who holds a Series 66 credential and has 11 years of industry experience. He has previously worked with Cetera, Voya Financial Advisors, and Waddell & Reed. He is also involved with Stonefly Financial LLC, a business entity related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment management solutions.
Series 63, Series 65
Ronan, MT
LPL Financial
Tyler Krell is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has one year of experience in the industry, including prior roles at Expedition Trips, Gap Inc., and Apple Pioneer Place. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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