user avatar

Michael Anthony Yakos

Advisor at Raymond James & Associates — Valler, MT

Updated today

Credentials

Series 66

Experience

18 years

Location

Valler, MT

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,802

Across 931 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

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.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

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

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Valler, MT

Valler MT

Advisors at this office

1

Most active in

Indiana · Montana

Work history

18 years of industry experience

Raymond James & Associates

2019 - Present • 7 years

Muncie, IN

Wells Fargo Clearing

2016 - 2019 • 3 years

Muncie, IN

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Muncie, IN

A. G. Edwards & Sons, Inc.

2007 - 2008 • 1 year

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

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

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
user avatar

Madelyn S

Series 66

Glasgow, MT

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)