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Jacob W Balyeat

Advisor at LPL Financial — Manhattan, MT

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

13 years

Location

Manhattan, MT 59741

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jacob Balyeat is a CFP® certificant with 13 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at Investment Centers of America for two years. In addition to his advisory role, he is involved with Glidewell Insurance, where he handles non-variable insurance products including life, long-term care, disability, and other coverage lines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 access to research from LPL Research and third-party subadvisors.

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.)

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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

Manhattan, MT

116 W Main St

Manhattan MT 59741

Advisors at this office

2

Most active in

Montana · Texas

Work history

13 years of industry experience

LPL Financial

2017 - Present • 9 years

Manhattan, MT

Investment Centers of America

2015 - 2017 • 2 years

Missoula, MT

Signator Financial Services, Inc.

2013 - 2015 • 2 years

MT

Disclosures

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

Business activities & affiliations

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Christopher N

Series 63, Series 66

Bozeman, MT

Solid Rock Wealth Management

Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Real estate investing Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Travis H

Series 63, Series 65

Bozeman, MT

Springhill Wealth Management

Travis Hartman is a financial advisor at Springhill Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Lucent Financial, Stockman Wealth Management, U.S. Bank Private Wealth Management, and Wells Fargo Private Bank. Outside of his advisory work, he has ownership interests in several non-investment businesses focused on real estate and equipment leasing. Springhill Wealth Management is an independent advisory firm managing approximately $82 million for around 71 clients. The firm serves individuals, families, trusts, estates, and various entities with discretionary and non-discretionary investment management, financial planning, and legacy-position services, employing a strategic and tactical asset allocation approach across multiple asset classes.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Jay M

Series 65

Belgrade, MT

Firetower Advisors

Jay Mattfeldt is a financial advisor with Firetower Advisors in Belgrade, Montana. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Northrop Grumman since 2003. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients without account minimums or commissions. The firm uses fundamental analysis and asset allocation models to build diversified portfolios tailored to client goals and risk tolerance, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Wealth management
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Kamrey B

Series 65

Belgrade, MT

Tandem Wealth Advisors

Kamrey Boyer is a financial advisor at Tandem Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Tandem, Kamrey held positions at Valley Credit Union and served in various roles related to education and public service in Pennsylvania. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser that provides discretionary investment management and financial planning to a broad range of clients, including individuals, families, trusts, and retirement plans. The firm applies a combined top-down and bottom-up investment approach focused on diversified, balanced portfolios and offers specialized services such as sub-advisory roles and model management for unified accounts.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Aaron T

Series 65, Series 63

Belgrade, MT

MDRN Capital

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Red Oak Financial Group, and AYCO, a Goldman Sachs company. Outside of his advisory role, Tyburski is also an insurance agent involved in insurance and annuity sales through MDRN Insurance. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing on long-term investment strategies with adjustments for tax management and client liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Eric F

CFA®

Bozeman, MT

Aprio Wealth Management, LLC

Eric Flynn is a CFA® charterholder with five years of experience in financial advising. He is currently with Aprio Wealth Management, LLC in Bozeman, MT. Prior to this, he held positions at Compound Planning, Inc., Wipfli LLP, Creative Planning, LLC, and Bitterroot Capital Advisors, LLC. Outside of his advisory work, Flynn serves as Treasurer of Flynn Ranch, Inc., and owns Flynn Ranch Hunting, LLC and Flynn Farms, LLC. He also chairs the advisory council for the College of Business at Montana State University and represents CFA Institute’s President’s Council. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm uses asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and various trading strategies, and it maintains continuous account monitoring with at least annual client reviews.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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