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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

10 advisors near 59230

Out of 400,000+ nationwide

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Gage L

CFP®, Series 65

Glasgow, MT

Brooklyn FI, LLC

Gage Legare is a CFP® and Series 65-licensed financial advisor with five 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 discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.

Passive / index investing College savings (529s, UTMA, etc.) Wealth management
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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.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Michael Y

Series 66

Valler, MT

Raymond James & Associates

Michael Yakos is a financial advisor with Raymond James & Associates in Muncie, Indiana, holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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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
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Sam B

Series 66

Glasgow, MT

LPL Financial

Sam Brelje is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Madelyn D

Series 66

Glasgow, MT

Edward Jones

Madelyn Durham is a financial advisor with Edward Jones in Glasgow, MT. She holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked in a variety of roles across different industries, including at The Loaded Toad and the EOU Small Business Development Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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
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Bethanie K

CFP®, ChFC®, Series 66

Glasgow, MT

Edward Jones

Bethanie Keim is a financial advisor with Edward Jones in Glasgow, Montana, holding the CFP®, ChFC®, and Series 66 designations. She has 16 years of industry experience, all with Edward Jones since 2010. Outside of her advisory role, she serves as the second vice president of the local Chamber of Commerce and is a board member of Hi-Line Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and integrated services including trust and securities-based lending options.

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Laurel F

Series 66

Glasgow, MT

LPL Financial

Laurel Fewer is a Series 66-registered financial advisor with LPL Financial in Glasgow, MT, and has five years of industry experience. Her career includes roles at LPL Financial, First State Bank of Shelby, Hewlett Packard Inc., and teaching at Boise State University’s College of Business and Economics. Outside of her advisory work, she volunteers as a coach for Glasgow Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gary W

Series 63, Series 65

Glasgow, MT

LPL Financial

Gary Wageman is a financial advisor with LPL Financial in Scobey, MT, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with LPL Financial since 1991. Outside of his advisory role, he is involved with the Glasgow High School Track Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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