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Diane G

Series 63, Series 65

Bozeman, MT

LPL Financial

Diane Griffith is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Terra Nova, LLC for 21 years. Outside of her advisory role, Diane serves as an organist for various churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

Bozeman, MT

LPL Financial

Kristin Costle is a financial advisor with LPL Financial in Bozeman, MT, holding a Series 66 credential and five years of industry experience. Her work history includes positions at Michael Costle, Waddell & Reed Inc, and Austin Peo. She is also involved with KCostle Enterprises, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive tools and partnerships.

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

CFP®, Series 63, Series 65

Bozeman, MT

LPL Financial

Charles Griffith is a financial advisor with LPL Financial in Bozeman, MT, holding CFP®, Series 63, and Series 65 designations and bringing 48 years of industry experience. His career includes long tenures at Waddell & Reed, INC. and various insurance carriers before joining LPL Financial. He also served in a non-investment role at First Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

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

CFP®, Series 63, Series 65

Bozeman, MT

LPL Financial

Paul Jones is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has previously worked at Waddell & Reed, Inc. for 17 years. Outside of his advisory work, he has been involved with community organizations including the Bozeman Area Chamber of Commerce and local LDS Church groups. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, utilizing both proprietary research models and third-party strategies across various investment approaches.

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

Series 63, Series 65

Bozeman, MT

LPL Financial

Michael Costle is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include extensive tenure at Waddell & Reed and involvement with the Boy Scouts of America. Costle has also managed several business entities related to investment and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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