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Jeremy J

Series 66

Havre, MT

LPL Financial

Jeremy Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Biz to Biz Network, Bear Paw Credit Union, various insurance carriers, and Waddell & Reed, Inc. He is also involved with Associates of Clifton Parks as a financial advisor in non-variable insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Havre, MT

LPL Financial

Charles Mack is a financial advisor with LPL Financial based in Havre, Montana, holding a Series 66 designation and three years of industry experience. He is also the owner of C Mack, Inc., a business separate from his advisory work. Mack has experience managing High Plains Wealth Management and has previously worked at Montana State University - Northern. 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 advisory services and investment solutions supported by extensive platforms and technology tools.

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

Series 63, Series 65

Havre, MT

LPL Financial

Shari Baltrusch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior experience includes roles at D.A. Davidson & Co., Waddell & Reed, and Willard Fladager. She has also served on the board of the MSUN Alumni Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage 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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Parker B

Series 66

Havre, MT

LPL Financial

Parker Bernhardt is a Series 66-licensed financial advisor with LPL Financial, based in Havre, MT, and has five years of industry experience. Prior to joining LPL in 2021, he worked with various insurance carriers through W&R Insurance Agencies and held roles at Waddell & Reed Inc. He has experience in insurance sales alongside his advisory duties. 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 and access to third-party asset management, with a wide variety of investment strategies supported by technology and extensive operational resources.

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

Series 63, Series 65

Havre, MT

LPL Financial

Willard Fladager is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2021, he held roles with Waddell & Reed, Inc. and has been involved with various business entities including High Plains Team LLC and Bee & Me Enterprises. 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 and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

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

CFP®, Series 63, Series 65

Havre, MT

LPL Financial

Thomas Tilleman is a CFP® professional with 29 years of experience, currently serving as a financial advisor at LPL Financial since 2021. His prior work includes roles at Prairie Contractors LLC, OT Enterprises LLC, and Petemoss Grain LLC, among others. Outside of advisory services, he has business interests in agriculture and operates Hi Line Septic Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various portfolio strategies supported by research and technology tools.

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

Series 63, Series 66

Havre, MT

LPL Financial

Kevin O Connell is a financial advisor with LPL Financial in Havre, Montana, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., D.A. Davidson & Co., and various insurance agencies. He serves as a board member for the Johnson Hotel Condo Association, a nonprofit organization in Great Falls, Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad range of investment options with technology-driven operational support.

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

Series 66

Havre, MT

LPL Financial

Darren Overlie is a financial advisor with LPL Financial based in Havre, Montana, holding a Series 66 credential and over 28 years of industry experience. He has previously worked at Waddell & Reed, Inc. and has held various roles in insurance and credit union settings. Outside of his advisory work, he has been involved with Montana Actors Theater and the Northern Lights Athletic Scholarship Foundation. 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 and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and 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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