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Jacob Balyeat

Advisor at LPL Financial

Updated today

Location

Manhattan, MT 59741

Credentials

CFP®, Series 63, Series 66

Industry experience

12 years

About

Jacob Balyeat is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, he worked at Investment Centers of America for two years. He is also involved in insurance sales, including fixed insurance and non-variable insurance products across multiple lines such as life, disability, and long-term care. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by in-house research and model portfolios, combining large-scale advisory operations with various insurance and credit products.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

116 W Main St

Manhattan, MT 59741

Most active in

Montana · Texas

Work history

LPL Financial

2017 - Present (9 years)

Investment Centers of America

2015 - 2017 (2 years)

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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CFA®

Bozeman, MT

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Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.

General tax planning Cash flow / budgeting
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Jay M

Series 65

Belgrade, MT

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Jay Mattfeldt is a financial advisor at Firetower Advisors in Bozeman, MT. He holds a Series 65 designation and has 23 years of experience at Northrop Grumman. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients, emphasizing fundamental analysis and asset allocation to create diversified portfolios tailored to client goals and risk tolerance. The firm offers standalone consulting and portfolio management with no account minimums, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Wealth management
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Aaron T

Series 63, Series 65

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 worked previously at LPL Financial, Red Oak Financial Group, Osaic Wealth, and Bozeman Financial Advisors. Outside of his advisory role, he is also involved in insurance and annuity sales through MDRN Insurance. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation and uses a mix of Independent Managers, mutual funds, ETFs, and individual securities.

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

CFA®

Bozeman, MT

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Eric Flynn is a CFA® charterholder with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Compound Planning, Inc. and Wipfli LLP. Outside of his advisory role, Flynn serves as chair of the advisory council for the College of Business at Montana State University and is treasurer of Flynn Ranch, Inc., a family business. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and employs a multi-advisor approach with tailored investment programs that include asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Founder/Business Owner Executive
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Janie S

CFP®

Manhattan, MT

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