Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Brit K
Series 66
Great Falls, MT
Edward Jones
Brit Kessner is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kessner worked at D A Davidson for two years and BP for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm provides discretionary and non-discretionary solutions, including separately managed accounts, mutual funds, and tax-efficient services under a fiduciary standard.
Eric B
CFP®, Series 63, Series 65
Great Falls, MT
Edward Jones
Eric Borggard is a financial advisor with Edward Jones in Great Falls, Montana, holding CFP®, Series 63, and Series 65 credentials and 34 years of industry experience. He has worked with Edward Jones since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial advisory work, he has been involved with Eagle Mount Great Falls since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies that include discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.
Jordan H
CFP®, Series 66
Great Falls, MT
Edward Jones
Jordan Husted is a CFP® professional with 14 years of experience in the financial industry and has been with Edward Jones since 2007. He is based in Great Falls, MT. Outside of his advisory role, he is the owner of a rental property in Great Falls. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.
Kari M
Series 66
Great Falls, MT
Edward Jones
Kari Miller is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. Her career includes multiple roles at Edward Jones and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving a wide range of clients, including high-net-worth households and institutional investors, supported by a large network of advisors and offices nationwide. The firm offers various advisory strategies, access to separately managed accounts, and operates under a fiduciary standard.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters