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108 advisors near
59901
within the area shown on the map
Out of 400,000+ nationwide
Christopher H
Series 66
Kalispell, MT
Raymond James Financial
Christopher Hamill is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kalispell, MT, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016 and was involved with Big Mountain Crossfit from 2016 to 2020. Outside of his advisory role, he contributes over 80 hours per month to Snow Peak Wealth Advisors, focusing on financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes personalized, non-discretionary planning using analytical tools and supports a broad network of advisors with offerings that include municipal advisory services and specialized retirement plan consulting.
Matthew M
Series 66, Series 63
Somers, MT
Edward Jones
Matthew Mumau is a financial advisor at Edward Jones in Somers, MT, with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Bank, Robinhood Financial, Charles Schwab, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Robert D
Series 63, Series 65
Kalispell, MT
Raymond James & Associates
Robert Dunn is a financial advisor with Raymond James & Associates in Kalispell, MT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns Montana Sky Networks, an internet service provider leasing wireless broadcast space to local homeowners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.
Michael F
CFP®, Series 66
Kalispell, MT
LPL Financial
Michael French is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, various insurance carriers, and community involvement through coaching youth football and work at Glacier High School. French has also spent time working in fitness management at Big Mountain Crossfit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with advice delivered through a network of investment adviser representatives who utilize various strategies and support tools.
Mark J
Series 66
Kalispell, MT
STIFEL
Mark Johnson is a Series 66 credentialed financial advisor at Stifel with 17 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Johnson serves on several nonprofit boards, including the Flathead Valley Community College Foundation, Orphan's Lifeline International, and Lighthouse Christian Home, and he is a board member of FinMed ASI, a company focused on improving hospital claims processes through AI technology. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Joel P
ChFC®, Series 66
Whitefish, MT
Edward Jones
Joel Pemberton is a financial advisor with Edward Jones in Whitefish, MT, holding the ChFC® and Series 66 designations and having 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing a ski condo rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large nationwide network of financial advisors.
Kyle S
Series 65, Series 63
Kalispell, MT
Cetera
Kyle Skyba is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera and its affiliates since 2016. In addition to his advisory role, he is an accountant and tax preparer at JCB Wealth Management and serves as finance manager of Rugged Energy Services Inc., an oil well servicing company. Cetera Investment Advisers LLC is an SEC-registered advisor offering a broad range of portfolio management and financial planning services to individual, corporate, institutional, and charitable clients. The firm operates a multi-manager model platform with access to affiliated and third-party managers and serves over 800,000 clients through more than 10,000 advisors nationwide.
Jon J
CFP®, Series 66
Kalispell, MT
Edward Jones
Jon Jordan is a CFP® and holds a Series 66 designation, serving as a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president and CEO of Land Farm Montana LLC and serves as a board member for Verichrome.cc and Spirix.com, both technology companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.
Anna S
Series 63, Series 65
Kalispell, MT
STIFEL
Anna Steblina is a financial advisor with Stifel in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel since 2010. Outside of her advisory work, she owns Thunderwind, a business focused on handmade crafts, sustainable living products, and agriculture and gardening education. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation guidance developed by its Investment Strategy Group.
John B
Series 63, Series 66
Kalispell, MT
Cetera
John Barrett is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked with Cetera since 2021 and owns an accounting and tax services firm, JCB Wealth Management, which he has operated since 1997. Barrett also serves as volunteer treasurer for Saint Matthew's Athletic Association and is a board member of the Saint Matthew's Church Finance Committee in Kalispell, MT. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.
Randy F
Series 66
Kalispell, MT
Raymond James Financial
Randy Flicker is a financial advisor with Raymond James Financial in Kalispell, MT, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Flicker prepares taxes as an independent contractor for Freedom Tax during evenings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large advisor network.
Jacob T
CFP®, Series 63
Kalispell, MT
Cetera
Jacob Turley is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cetera since 2023. He is also the president and CEO of American Financial Services, Inc., where he oversees tax-related services and manages his investment practice. Prior to joining Cetera, he held advisory roles at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Jonathan L
Series 66
Kalispell, MT
LPL Financial
Jonathan Lowry is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Waddell & Reed Inc and various insurance carriers. Jonathan also manages J.A. Lowry, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.
Thomas S
Series 63, Series 65
Kalispell, MT
Wells Fargo Clearing
Thomas Scarsella is a financial advisor with Wells Fargo Clearing in Kalispell, MT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Fairway Mortgage Corp, First Guaranty Mortgage Corp, Guild Mortgage, Exceptional Mortgage Solutions, and MDC Financial Service Group Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Connor N
Series 66
Kalispell, MT
Thrivent Investment Management
Connor Neumann Sleeper is a Series 66-registered advisor with Thrivent Investment Management, based in Kalispell, MT, with two years of industry experience. Prior to joining Thrivent, he was involved with Youth With A Mission for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning on various topics including retirement and estate planning, with ongoing reviews but does not offer portfolio management for institutional clients.
Adriane S
Series 66
Kalispell, MT
LPL Financial
Adriane Shaw is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Cetera, and Edward Jones. Shaw is based in Kalispell, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Brett M
CFP®, Series 63, Series 66
Kalispell, MT
Raymond James & Associates
Brett Miller is a CFP® professional with 10 years of industry experience, currently advising clients at Raymond James & Associates. His prior roles include positions at Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Scottrade, and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research support.
Keith H
Series 63, Series 65
Whitefish, MT
LPL Financial
Keith Haas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Investment Centers of America, Inc. for 29 years before joining LPL Financial in 2017. Outside of his advisory role, he is co-owner of Haas & Associates Inc., a business entity used for tax and investment 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 and asset management services, utilizing various portfolio strategies and advisor tools, supported by a large network of investment adviser representatives.
Pearl G
ChFC®, Series 66
Kalispell, MT
Edward Jones
Pearl Galbraith is a financial advisor at Edward Jones in Kalispell, MT, with 10 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she is the author and founder of Lemon Crushers, a platform focused on helping women overcome adversity through writing and speaking, and serves on the board of the nonprofit Inspired-Women, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Donald R
CFP®, Series 63
Kalispell, MT
LPL Financial
Donald Rich is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial. He has worked at Linsco/Private Ledger Corp. since 1991. He also operates a DBA under the name Cornerstone Wealth Management Partners, PC in Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and leveraging technology tools to support its advisors.
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Finding advisors...
108 advisors near
59901
within the area shown on the map
Out of 400,000+ nationwide