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Kristen K
Series 63, Series 65
Big Fork, MT
Newedge Advisors
Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Southern Style Financial, Inc. doing business as Mission Trails Financial, and BWK, Inc. Ms. Kline provides advisory services through NewEdge Advisors, LLC under the Mission Trails Financial name. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, combining centralized due diligence with technology-supported solutions.
Brigand K
CFP®, Series 63, Series 65
Bigfork, MT
Newedge Advisors
Brigand Kline is a CFP®-designated financial advisor with 21 years of industry experience, currently serving clients at NewEdge Advisors since 2025. Prior to joining NewEdge, he spent ten years with Southern Style Financial, Inc. dba Mission Trails Financial. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.
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