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Janie Catherine Strasser

Advisor at Chicago Partners Investment Group LLC — Manhattan, MT

Updated today

Credentials

CFP®

Experience

21 years

Location

Manhattan, MT 59741

Chicago Partners Investment Group LLC logo

Chicago Partners Investment Group LLC

Multi-team

Total advisors

58

Across 12 offices

Clients per advisor

47 Low

Avg AUM per client

$2,570,643 Very High

HNW client ratio

64% Very High

About

Janie Strasser is a CFP® with 21 years of industry experience. She currently works at Chicago Partners Investment Group LLC, where she has been since 2018. Prior to that, she was with Empirical Wealth Management from 2016 to 2018 and has longstanding involvement with MDS Investments, Inc. DBA Ponderosa Wealth Management dating back to 1997. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative portfolio construction across a broad range of investment vehicles.

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

21 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 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 63, Series 65

Belgrade, MT

MDRN Capital

Aaron Tyburski is a financial advisor with MDRN Capital in Belgrade, MT, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at LPL Financial, Red Oak Financial Group, and AYCO, a Goldman Sachs company. Outside of advisory services, he is active as an insurance agent with MDRN Insurance. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios through allocations to unaffiliated independent managers and low-cost mutual funds and ETFs, with a primarily long-term investment focus.

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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