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Kenneth Richardson

Advisor at LPL Financial

Updated today

Location

Ronan, MT 59864

Credentials

Series 66

Industry experience

10 years

About

Kenneth Richardson is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera, Voya Financial Advisors, and Waddell & Reed. He is also involved with Flathead Consulting Group LLC, a consulting business he has been associated with since 2010. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and offers diverse investment solutions, combining advisory and brokerage services to meet varied client needs.

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

11 E. Main St

Ronan, MT 59864

Most active in

Montana · Texas

Work history

LPL Financial

2024 - Present (2 years)

Cetera

2023 - 2024 (1 year)

Cetera Advisor Networks Llc

2021 - 2024 (3 years)

Stonefly Financial LLC

2017 - Present (9 years)

Voya Financial Advisors, Inc.

2017 - 2021 (4 years)

Waddell & Reed, Inc

2015 - 2017 (2 years)

Various Insurance Carriers for W & R Insurance Agencies

2013 - 2017 (4 years)

Flathead Consulting Group LLC

2010 - Present (16 years)

Mission Valley Power

2008 - 2016 (8 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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Laura M

Series 66

Polson, MT

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Laura Mehl is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 credential and 1 year of industry experience. She has been affiliated with Edward Jones since 2002. Outside of advising, she is involved in creating and selling artwork and crafts, with plans for her pieces to be displayed in a local gallery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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Elizabeth J

Series 63, Series 65

Charlo, MT

LPL Financial

Elizabeth Jewell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Western International Securities, Inc. for eight years and Financial West Group for sixteen years. Outside of her advisory role, she is involved with Jewell Enterprises, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuity products.

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David M

Series 63, Series 65

Polson, MT

Cambridge Investment Research Advisors

David Miller is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 15 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. In addition to his advisory role, Miller serves as president and board member of the Riverside Terraces Landowners Association in Polson, MT. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of discretionary and non-discretionary investment strategies.

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Adam H

Series 66

Polson, MT

Edward Jones

Adam Heggelund is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at MacDon Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Wesley R

Series 66

Polson, MT

Edward Jones

Wesley Rigler is a financial advisor at Edward Jones with a Series 66 designation and approximately four years of professional experience across multiple industries, including prior roles at Centurion Management and AT&T/DirecTV. His work background also includes entrepreneurship with Big Sky Tools LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services, supported by a extensive national network of financial advisors and branch offices.

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Jacob B

Series 66

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Edward Jones

Jacob Baumann is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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