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Janie Catherine Strasser

Advisor at Chicago Partners Investment Group LLC — Manhattan, MT

Updated today

Credentials

CFP®

Experience

20 years

Location

Manhattan, MT 59741

Chicago Partners Investment Group LLC logo

Chicago Partners Investment Group LLC

Multi-team

Total advisors

54

Across 10 offices

Clients per advisor

51 Typical

Avg AUM per client

$2,570,643 Very High

HNW client ratio

64% Very High

About

Janie Strasser is a CFP® professional with 20 years of industry experience. She has been with Chicago Partners Investment Group LLC since 2018 and previously worked at Empirical Wealth Management and MDS Investments, Inc. DBA Ponderosa Wealth Management. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services such as discretionary portfolio management, financial planning, and family-office reporting.

Client services

Based on Chicago Partners Investment Group LLC

Financial planning Portfolio management Selection of other advisers 401k plan option review & monitoring

Expertise

Based on Chicago Partners Investment Group LLC

Wealth management Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Chicago Partners Investment Group LLC

Founder/Business Owner Retired

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Fee options

Fixed

Mutually agreed upon fixed fee for consulting services

Other

Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee for investment management services

Location

See office

Manhattan, MT

Po Box 1301

Manhattan MT 59741

Advisors at this office

2

Most active in

Montana

Work history

20 years of industry experience

Chicago Partners Investment Group LLC

2018 - Present • 8 years

Chicago, IL

Empirical Wealth Management

2016 - 2018 • 2 years

Spokane, WA

MDS Investments, Inc. DBA Ponderosa Wealth Management

1997 - Present • 29 years

Spokane, WA

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 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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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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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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Bjorn B

CFP®, Series 63, Series 65

Bozeman, MT

AlphaStar Capital Management

Bjorn Borg is a CFP® professional with 13 years of industry experience, currently serving at AlphaStar Capital Management. His career includes roles at iCapital Markets LLC, Wealthvest, and Jackson National Life Distributors, among others. He also holds a position as Vice President of Sales at Ensight, an insurance technology firm focused on digitized illustration technology for annuities. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, businesses, and other advisers. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation combined with quantitative and momentum analysis.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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