user avatar

Joshua Sloan

Advisor at Edward Jones

Updated today

Location

Miles City, MT 59301

Credentials

CFP®, Series 66

Industry experience

13 years

About

Joshua Sloan is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a national network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

2708 Main St Suite 3

Miles City, MT 59301

Most active in

Montana · Texas

Work history

Edward Jones

2019 - Present (7 years)

Ameriprise Financial Services, Inc.

2012 - 2019 (7 years)

Disclosures

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

Business activities & affiliations

user avatar

Jamie O

Series 66

Miles City, MT

OSAIC

Jamie Ogolin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Investment Centers of America. Ogolin serves on the boards of Miles Community College and the Custer County Educational Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven asset allocation and portfolio management tools across various investment vehicles.

Annuities Founder/Business Owner Executive Retired
user avatar

Jeffrey B

Series 66

Miles City, MT

OSAIC

Jeffrey Brabant is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked with Securities America Advisors and Securities America, Inc. prior to joining OSAIC. Outside of his advisory role, Brabant serves as an assistant baseball coach at Miles Community College. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment options and advisory programs.

Annuities Founder/Business Owner Executive Retired
user avatar

Karissa N

Series 66

Miles City, MT

OSAIC

Karissa Nissen is a Series 66-licensed financial advisor with four years of industry experience, currently with Osaic Wealth, Inc. She has held positions at Securities America Advisors and Avantax Advisory Services and manages a tax and accounting practice, Professional Financial Services LLC. Outside of finance, she is a partner in The Bark LLC, an animal hospitality business, and owns The Goal Post LLC, which provides concessions for youth sporting events. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering advisory and brokerage services through a large network of financial advisers. The firm employs a comprehensive investment process that includes risk-tolerance assessments and portfolio optimization, managing both discretionary and non-discretionary accounts with access to various custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired

Quade J

Series 66

Miles City, MT

Edward Jones

Quade Jessen is a financial advisor at Edward Jones in Miles City, MT, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Two Rivers Ford and Mac's Frontierland. Outside of advisory work, he is involved in managing inventory for Mac's Frontier Sales and owns Storage Connection LLC, a storage business in Brockway, MT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Curtis A

CFP®, Series 63, Series 65

Miles City, MT

OSAIC

Curtis Almy is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Outside of his advisory role, Almy is involved in various community and business activities, including serving as a volunteer special advocate, a board member of a nonprofit organization, and a commissioner on the Montana Human Rights Commission. He is also a majority owner of Cat's Claw Fasteners LLC, a company that manufactures and markets fasteners. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that delivers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, utilizing a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired

Kasey K

Series 66

Miles City, MT

Edward Jones

Kasey Krueger is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent five years at Stockman Bank of Montana. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")