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10 advisors near 59230
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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10 advisors near 59230
Out of 400,000+ nationwide