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 66
Experience Industry experience
6 years
Location
Bigfork, MT 59911-3671
Edward Jones
Institution
Tara Allen is a CFP® and holds a Series 66 license with six years of experience at Edward Jones. She has maintained a legal practice since 1998 and is a partner at a law firm in San Francisco, where she continues to manage existing cases. Additionally, she performs appellate law work for the California Supreme Court on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers affiliated mutual funds, overlay services, and a fiduciary standard for advisory services.
Based on Edward Jones
$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)
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.
Bigfork, MT Osborn Ave
443 Osborn Ave Ste 114
Bigfork MT 59911-3671
Advisors at this office
2
Montana · Texas
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
Law Offices of Tara K Allen/Hoveland
1998 - Present • 28 years
South Lake Tahoe, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
CFP®, CFA®, Series 66
Kalispell, MT
Entrusted Wealth
Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.
Series 66
Rollins, MT
Eagle Spirit Investments Consulting, Inc.
Kenneth Robbins is a financial advisor with Eagle Spirit Investments Consulting, Inc. He holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Spirit Investments Consulting since 2011. Robbins is a minority shareholder of Robbins, Inc., a family corporation that previously managed a small business. Eagle Spirit Investments Consulting provides discretionary portfolio management and financial planning services to individual and organizational clients, including institutional and nonprofit entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement tailored long- and short-term trading strategies, managing client assets directly with a focus on a limited set of instruments and client relationships.
CFP®, CFA®, Series 63
Kalispell, MT
Glacier Investment Management
David Wigginton is a CFP® and CFA® with 18 years of industry experience. He is the sole advisor at Glacier Investment Management, where he has worked since 2017. Prior to that, he was a managing director at DISCERN Analytics, a data visualization and analytics firm, where he assists with due diligence and corporate transactions on a limited basis. Glacier Investment Management is an independent registered investment advisor offering wealth management, financial planning, tax and estate planning, and retirement plan advisory services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm emphasizes risk management, diversification, and a long-term investment approach, with specialized pension consulting and group retirement plan advisory services for public and private plan sponsors.
CFP®, Series 66
Kalispell, MT
Ascent Wealth Management
John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.
Series 65
Kalispell, MT
Pinecrest Advisors
Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 license and four years of industry experience. His prior work includes roles at US Bank, Fox River Capital, and Saputo Dairy Products. Outside of advising, Parker works as a Senior Data Consultant at Snow Fox Data, focusing on analytics development, AI/ML, and data engineering. Pinecrest Advisors offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and institutional clients. The firm emphasizes individualized portfolio construction using a range of investment vehicles and employs both strategic and tactical allocation approaches.
Series 63, Series 65
Bigfork, MT
Platler Capital Management LLC
Matthew Platler is the sole advisor at Platler Capital Management LLC in Bigfork, MT, holding Series 63 and Series 65 designations with 20 years of industry experience. He has led Platler Capital Management since 2008, continuing with the independent firm since 2024. Platler Capital Management provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a non-discretionary investment approach using fundamental and technical analysis combined with strategies such as diversification and tactical asset allocation, requiring client authorization for each transaction.
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.
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”)