user avatar

Roxanne Jenet Watkins

Advisor at Valic Financial Advisors — Manhattan, MT

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Manhattan, MT

Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Total advisors

1,256

Across 278 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

Roxanne Watkins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a short-term vacation rental property in Montana. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Client services

Based on Valic Financial Advisors

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Expertise

Based on Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services available on a flat fee basis (specific amounts not stated)

Percentage

$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee

Commissions

Broker-dealer commissions available separately for brokerage accounts

Project-based

Financial planning and consulting services offered on hourly basis (specific rates not stated)

Subscriptions

Subscription basis financial planning available (specific amounts not stated)

Other

Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services

Location

See office

Manhattan, MT

Manhattan MT

Advisors at this office

1

Most active in

Colorado · Montana · Oregon · Washington

Work history

25 years of industry experience

Agia

2022 - Present • 4 years

Houston, TX

VALIC Financial Advisors

2000 - Present • 26 years

Missoula, MT

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

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.)
user avatar

Travis H

Series 63, Series 65

Bozeman, MT

Springhill Wealth Management

Travis Hartman is a financial advisor at Springhill Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Lucent Financial, Stockman Wealth Management, U.S. Bank Private Wealth Management, and Wells Fargo Private Bank. Outside of his advisory work, he has ownership interests in several non-investment businesses focused on real estate and equipment leasing. Springhill Wealth Management is an independent advisory firm managing approximately $82 million for around 71 clients. The firm serves individuals, families, trusts, estates, and various entities with discretionary and non-discretionary investment management, financial planning, and legacy-position services, employing a strategic and tactical asset allocation approach across multiple asset classes.

Private / alternative investments Real estate investing ESG / Sustainable investing
user avatar

Jay M

Series 65

Belgrade, MT

Firetower Advisors

Jay Mattfeldt is a financial advisor with Firetower Advisors in Belgrade, Montana. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Northrop Grumman since 2003. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients without account minimums or commissions. The firm uses fundamental analysis and asset allocation models to build diversified portfolios tailored to client goals and risk tolerance, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Wealth management
user avatar

Kamrey B

Series 65

Belgrade, MT

Tandem Wealth Advisors

Kamrey Boyer is a financial advisor at Tandem Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Tandem, Kamrey held positions at Valley Credit Union and served in various roles related to education and public service in Pennsylvania. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser that provides discretionary investment management and financial planning to a broad range of clients, including individuals, families, trusts, and retirement plans. The firm applies a combined top-down and bottom-up investment approach focused on diversified, balanced portfolios and offers specialized services such as sub-advisory roles and model management for unified accounts.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Aaron T

Series 65, Series 63

Belgrade, MT

MDRN Capital

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Red Oak Financial Group, and AYCO, a Goldman Sachs company. Outside of his advisory role, Tyburski is also an insurance agent involved in insurance and annuity sales through MDRN Insurance. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing on long-term investment strategies with adjustments for tax management and client liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Eric F

CFA®

Bozeman, MT

Aprio Wealth Management, LLC

Eric Flynn is a CFA® charterholder with five years of experience in financial advising. He is currently with Aprio Wealth Management, LLC in Bozeman, MT. Prior to this, he held positions at Compound Planning, Inc., Wipfli LLP, Creative Planning, LLC, and Bitterroot Capital Advisors, LLC. Outside of his advisory work, Flynn serves as Treasurer of Flynn Ranch, Inc., and owns Flynn Ranch Hunting, LLC and Flynn Farms, LLC. He also chairs the advisory council for the College of Business at Montana State University and represents CFA Institute’s President’s Council. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm uses asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and various trading strategies, and it maintains continuous account monitoring with at least annual client reviews.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")