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Gage Legare

Advisor at Brooklyn FI, LLC — Glasgow, MT

Updated today

Credentials

CFP®, Series 65

Experience

6 years

Location

Glasgow, MT

Brooklyn FI, LLC logo

Brooklyn FI, LLC

Team

Total advisors

17

Across 15 offices

Clients per advisor

22 Very Low

Avg AUM per client

$1,509,646 High

HNW client ratio

19% Low

About

Gage Legare is a CFP® and Series 65-registered advisor with six years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm primarily employs passive investment strategies while incorporating specialized external managers and offers educational seminars and comprehensive oversight of held-away accounts.

Client services

Based on Brooklyn FI, LLC

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

Expertise

Based on Brooklyn FI, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Comprehensive Financial Planning: $500 to $2,000 per month, minimum annual fee typically ranging from $6,000 to $24,000, fees negotiable and may be discounted for clients with at least $500,000 AUM

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.30% annually

Project-based

Location

See office

Glasgow, MT

Glasgow MT

Advisors at this office

1

Most active in

Montana · New York

Work history

6 years of industry experience

Brooklyn FI

2024 - Present • 2 years

Glasgow, MT

Stewart & Associates, PLLC

2019 - 2024 • 5 years

Missoula, MT

Trade Risk Guarantee

2019 - 2019 • 1 year

Bozeman, MT

Shore to Summit Wealth Management

2018 - 2019 • 1 year

Bozeman, MT

Western Area Power Administration

2017 - 2017 • 1 year

Fort Peck, MT

Reds Baseball Organization

2017 - 2017 • 1 year

Glasgow, MT

Ressler Motors

2016 - 2016 • 1 year

Bozeman, MT

Mattress Firm

2016 - 2016 • 1 year

Bozeman, MT

Montana State University

2015 - 2019 • 4 years

Bozeman, MT

Disclosures

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

Business activities & affiliations

Arron F

CFP®, Series 66

Glasgow, MT

Edward Jones

Arron Franzen is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Glasgow, MT, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Community Bank for 12 years and has been involved with the Montana Officials Association as a volleyball and basketball referee since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Intergenerational Families Religious/faith focused
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Michael Y

Series 66

Valler, MT

Raymond James & Associates

Michael Yakos is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Keil K

Series 66

Glasgow, MT

Edward Jones

Keil Krumwiede is a financial advisor with Edward Jones in Glasgow, MT, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021. Outside of advising, he is the CEO of a maintenance-focused business, Middle of Nowhere Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets and operating through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Sam B

Series 66

Glasgow, MT

LPL Financial

Sam Brelje is a financial advisor at LPL Financial, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank, where he amassed over a decade of financial services experience. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Madelyn S

Series 66

Glasgow, MT

Edward Jones

Madelyn Sinclair is a financial advisor with Edward Jones in Glasgow, MT. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at The Loaded Toad and the EOU Small Business Development Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

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

Bryan K

Series 66

Glasgow, MT

Edward Jones

Bryan Krumwiede is a financial advisor at Edward Jones in Glasgow, MT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for the Valley County Recreation Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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