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Madelyn Therese Sinclair

Advisor at Edward Jones — Glasgow, MT 54172 Us Highway 2

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Glasgow, MT 59230

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Madelyn Sinclair is a financial advisor with Edward Jones in Glasgow, MT. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at The Loaded Toad and the EOU Small Business Development Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

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

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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

See office

Glasgow, MT 54172 Us Highway 2

54172 Us Highway 2

Glasgow MT 59230

Advisors at this office

3

Most active in

Montana · Texas

Work history

< 1 year of industry experience

Edward Jones

2025 - Present • 1 year

Glasgow, MT

The Loaded Toad

2024 - 2024 • 1 year

Glasgow, MT

EOU Small Business Development Center

2024 - 2024 • 1 year

La Grande, OR

EOU Human Resources

2024 - 2024 • 1 year

La Grande, OR

UNEMPLOYED

2023 - 2023 • 1 year

La Grande, OR

Eastern Oregon University

2023 - 2025 • 2 years

La Grande, OR

Human Bean Coffee

2023 - 2023 • 1 year

Eagle, ID

Kristie Brownell

2023 - 2023 • 1 year

Boise, ID

Grande Ronde Hospital RMC

2022 - 2023 • 1 year

La Grande, OR

Direct Orthopedic Care

2022 - 2022 • 1 year

Meridian, ID

Beneficial In-Home Care

2021 - 2022 • 1 year

Spokane, WA

Caption Call

2021 - 2021 • 1 year

Meridian, ID

Red Robin

2020 - 2021 • 1 year

Spokane, WA

Parrilla Grill

2020 - 2020 • 1 year

Boise, ID

Even Stevens Sandwiches

2019 - 2020 • 1 year

Boise, ID

Full time education

2015 - 2019 • 4 years

Eagle, ID

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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Gage L

CFP®, Series 65

Glasgow, MT

Brooklyn FI, LLC

Gage Legare is a CFP® and Series 65-registered advisor with six years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm primarily employs passive investment strategies while incorporating specialized external managers and offers educational seminars and comprehensive oversight of held-away accounts.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Private / alternative investments

Arron F

CFP®, Series 66

Glasgow, MT

Edward Jones

Arron Franzen is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Glasgow, MT, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Community Bank for 12 years and has been involved with the Montana Officials Association as a volleyball and basketball referee since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Intergenerational Families Religious/faith focused
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Michael Y

Series 66

Valler, MT

Raymond James & Associates

Michael Yakos is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Keil K

Series 66

Glasgow, MT

Edward Jones

Keil Krumwiede is a financial advisor with Edward Jones in Glasgow, MT, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021. Outside of advising, he is the CEO of a maintenance-focused business, Middle of Nowhere Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets and operating through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
user avatar

Sam B

Series 66

Glasgow, MT

LPL Financial

Sam Brelje is a financial advisor at LPL Financial, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank, where he amassed over a decade of financial services experience. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Bryan K

Series 66

Glasgow, MT

Edward Jones

Bryan Krumwiede is a financial advisor at Edward Jones in Glasgow, MT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for the Valley County Recreation Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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