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Scott B

Series 63, Series 65

Bozeman, MT

Wells Fargo Advisors

Scott Brown is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brown is a part owner of BWIBZN, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel H

Series 63, Series 65

Bozeman, MT

Wells Fargo Advisors

Daniel Hitchcock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael W

Series 66

Bozeman, MT

Wells Fargo Advisors

Michael Winter is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill before joining Wells Fargo Advisors in 2017. Winter has ownership interests in investment-related entities, including MWWM INC and MWINTERGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning and investment services, using proprietary research and tools to develop tailored recommendations delivered through financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Flora C

Series 63, Series 66

Bozeman, MT

Wells Fargo Advisors

Flora Champion Thomas is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked in various roles within Wells Fargo entities since 2016. Outside of her advisory work, she owns and operates a personal organizer business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment advice and fee-based financial planning services. The firm offers a broad range of planning options that address cash flow, retirement, education, risk, and wealth transfer needs, leveraging Wells Fargo research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kris M

Series 66

Bozeman, MT

Wells Fargo Advisors

Kris Moos is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Cambridge Investment Research and FSC Securities Corporation. He serves on the boards of the Human Resource Development Council, which provides housing, food, transportation, education, and other assistance, and the Bozeman Chamber of Commerce. Moos is also a part-owner of a local sports card business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services like business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with clients choosing the implementation or brokerage options that suit their needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James M

Series 66

Bozeman, MT

Wells Fargo Advisors

James Mc Glue is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, Merrill, and M&T Bank, as well as roles outside finance such as at Max's Bar and Grill and Eviction Support Services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options and an integrated approach combining advisory services with other financial products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kelly B

Series 63, Series 65

Bozeman, MT

Wells Fargo Advisors

Kelly Brown is a financial advisor with Wells Fargo Advisors based in Bozeman, MT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Brown worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Scott D

Series 63, Series 65

Bozeman, MT

Wells Fargo Advisors

Scott Dohm is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked within various divisions of Wells Fargo since 2017 and previously held roles at Carroll College and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options supported by Wells Fargo research and tools, with services tailored to clients meeting certain net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brant W

Series 63, Series 65

Bozeman, MT

Wells Fargo Advisors

Brant Wiehardt is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Merrill, U.S. Bancorp Investments, and Northwestern Mutual. He is also involved in investment-related entrepreneurial ventures through ownership of two LLCs in Bozeman, MT. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services that cover various specialized areas including business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivered through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Candace C

Series 66

Bozeman, MT

Wells Fargo Advisors

Candace Corette Pratt is a financial advisor at Wells Fargo Advisors with 23 years of industry experience and holds the Series 66 designation. She has worked within the Wells Fargo organization since 2016, including her current role since 2025 in Bozeman, MT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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