Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
1 year
Location
Anaconda, MT
Blueprint Investing LLC
Supported
Michelle Bryant is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at BluePrint Investing LLC, where she has worked since 2023. Prior to joining BluePrint, she was with Granite Peak Wealth Advisors for five years and Glacier Wealth Management for two years. BluePrint Investing LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a long-term, asset-allocation strategy focused on broad diversification using primarily index and passive mutual funds and ETFs, and it incorporates independent sub-advisers and private fund recommendations for qualified clients.
Based on Blueprint Investing LLC
Based on Blueprint Investing LLC
$0 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $5,000,000 Minimum fee: Minimum advisory fee of $9,125 per quarter (equivalent to $36,500 annually). Minimum fee may be reduced or waived at the firm's discretion. Fee-only: Investment management advisory fees as per tiered schedule, no commissions charged.
Anaconda, MT
Anaconda MT
Advisors at this office
1
Montana · Texas · Washington
1 year of industry experience
BluePrint Investing
2023 - Present • 3 years
San Francisco, CA
Granite Peak Wealth Advisors
2018 - 2023 • 5 years
Missoula, MT
Self-Study for CFP
2018 - 2018 • 1 year
Missoula, MT
Glacier Wealth Management
2016 - 2018 • 2 years
Missoula, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Anaconda, MT
Edward Jones
Wyatt Larson is a Series 66 licensed financial advisor with Edward Jones, based in Anaconda, MT. He has been with the firm since 2016, totaling nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.
Series 66
Anaconda, MT
STIFEL
Joseph Militello Jr. is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009, following positions at UBS Financial Services and Piper Sandler & Co. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.
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