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Valerie H

Series 66

Kalispell, MT

OSAIC

Valerie Hillstrom is a Series 66-licensed financial advisor with one year of industry experience. She is currently with OSAIC and previously worked at Linder Financial Resources and Brookridge Assisted Living. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of financial services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to create customized portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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