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Walter Scott Mc Intosh Sr.

Advisor at Edward Jones — Butte, MT Lexington Ave

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Butte, MT 59701-1122

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Walter Mc Intosh Sr. is a financial advisor with Edward Jones in Butte, Montana, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

See office

Butte, MT Lexington Ave

2900 Lexington Ave Ste B

Butte MT 59701-1122

Advisors at this office

2

Most active in

Montana · Texas

Work history

26 years of industry experience

Edward D Jones

2005 - Present • 21 years

St. Louis, MO

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 C

Series 66

Butte, MT

D.A. Davidson & Co.

Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX FITNESS. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Ashley B

Series 66

Butte, MT

D.A. Davidson & Co.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and three years of industry experience. Before joining D.A. Davidson, she worked for Pacific Steel and Recycling for 12 years. Outside of advising, she provides notary services for D.A. Davidson clients and operates an online retail business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm adheres to the Advisers Act fiduciary standard and provides comprehensive financial planning and specialized wealth management programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Daniel R

Series 63, Series 65

Butte, MT

D.A. Davidson & Co.

Daniel Rosa is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and provides both qualitative and quantitative investment analysis, along with specialized services such as municipal advisory and private wealth planning for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Kaylee R

Series 66

Butte, MT

OSAIC

Kaylee Reynolds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson, Summit Financial Advisors, and Treasure State Hearing. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jerald C

Series 63, Series 65

Butte, MT

LPL Financial

Jerald Campbell is a financial advisor with LPL Financial in Butte, MT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at National Planning Corporation from 2013 to 2017 and has been with LPL Financial for a total of 20 years across two periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Vivienne G

Series 65, Series 63

Butte, MT

Wells Fargo Clearing

Vivienne Gustavsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Retired Founder/Business Owner
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