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Michael James Gammill

Advisor at Expand Financial Group, LLC — Bozeman, MT

Updated today

Credentials

Series 66

Experience

9 years

Location

Bozeman, MT 59715

Expand Financial Group, LLC logo

Expand Financial Group, LLC

Team

Total advisors

6

Across 4 offices

Clients per advisor

50 Typical

Avg AUM per client

$341,313 Very Low

HNW client ratio

22% Low

About

Michael Gammill is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with Auxano Consulting since 2012, providing consulting services to churches and their leadership teams. Prior to joining Expand Financial Group in 2018, he spent one year at Thrivent Financial for Lutherans. Expand Financial Group offers asset management, portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical methods and manages portfolios using individual securities, ETFs, mutual funds, and alternative investments.

Client services

Based on Expand Financial Group, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Expand Financial Group, LLC

Real estate investing Active portfolio management

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Fee options

Fixed

Flat fees for financial planning range from $500 to $10,000 based on hourly rate and estimated hours.

Percentage

$0+: up to 2.00% annually for Asset Management service (negotiable) $0+: up to 2.25% annually for Comprehensive Portfolio Management service (negotiable)

Project-based

Up to $350 per hour for financial consulting services.

Subscriptions

Retainer fees for financial planning and consulting may be monthly, quarterly, or bi-annually based on estimated hours times hourly fee.

Location

See office

Bozeman, MT

3256 Gardenbrook Lane

Bozeman MT 59715

Advisors at this office

1

Most active in

Montana

Work history

9 years of industry experience

Auxano Consulting (Visioneering Studios)

2025 - Present • 1 year

Nashville, TN

Expand Financial Group, LLC

2018 - Present • 8 years

Celina, TX

Auxano Consulting (Lifeway Christian Resources)

2018 - 2025 • 7 years

Nashville, TN

Thrivent Financial for Lutherans

2017 - 2018 • 1 year

Appleton, WI

Auxano Consulting (Lifeway Christian Resources)

2012 - 2017 • 5 years

Nashville, TN

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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Gary W

Series 65

Bozeman, MT

Watson House Investment Management, LLC

Gary Wrotny is the principal advisor at Watson House Investment Management, LLC in Bozeman, MT. He holds a Series 65 designation and has seven years of industry experience. His background includes self-employment prior to founding Watson House Investment Management in 2018. Watson House Investment Management is an independent firm offering fee-only, discretionary investment management and financial planning to individual and institutional clients. The firm manages approximately $20 million across 14 client relationships, using a combination of fundamental, technical, and macroeconomic analysis along with options and derivatives when appropriate.

Private / alternative investments Options & derivatives strategies
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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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Frederick M

CFA®, Series 65

Bozeman, MT

Group W Investment Management LLC

Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.

Active portfolio management Tax-loss harvesting
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Brenda D

Series 63, Series 65

Bozeman, MT

Montana Investment Advisors Inc

Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.

Wealth management Passive / index investing
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Paul Q

Series 65

Bozeman, MT

Quinn Capital LLC

Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.

Active portfolio management Concentrated stock management
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Timothy R

CFA®

Bozeman, MT

Arkell Asset Management, LLC

Timothy Randak is a CFA® charterholder and the sole advisor at Arkell Asset Management, LLC, based in Bozeman, MT. He has 16 years of industry experience and has led Arkell Asset Management since 2011. Arkell Asset Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $75 million for about 71 clients, focusing on strategic asset allocation with passive index funds and ETFs, and offers multiple service levels tailored to client preferences.

General retirement planning
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