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108 advisors near
59901
within the area shown on the map
Out of 400,000+ nationwide
Dannelle K
Series 66
Kalispell, MT
Edward Jones
Dannelle Kraude is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Kimberley S
Series 66
Columbia Falls, MT
Edward Jones
Kimberley Slaybaugh is a financial advisor at Edward Jones with 16 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.
Joseph D
Series 63, Series 65
Kalispell, MT
LPL Enterprise
Joseph Davide is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Kalispell, MT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, consulting, and access to various asset management programs.
Stephen S
Series 63, Series 65
Kalispell, MT
OSAIC
Stephen Sloan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at firms including Securities America Advisors and Wayne Buchannan, and operates his own advisory service, Steve Sloan Financial Services, as well as a business selling indexed annuities and term life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.
Raymond V
Series 63, Series 66
Kalispell, MT
Thrivent Investment Management
Raymond Vincent is a financial advisor with Thrivent Investment Management in Kalispell, MT. He holds Series 63 and Series 66 registrations and has one year of industry experience. Prior to his advisory role, he spent 25 years with RSV Pools, Inc. Outside of advising, he jointly owns a rental townhouse with his wife and occasionally assists with its maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial analyses and planning without discretionary trading authority, enabling clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Kevin B
Series 66
Kalispell, MT
Edward Jones
Kevin Bostock is a financial advisor at Edward Jones in Kalispell, Montana, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones for his entire career, starting in 2013. Outside of his advisory role, he is an owner of Legend Soccer Company in Whitefish, Montana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial products, supported by a large nationwide network of advisors and branch offices.
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.
Andrew K
Series 66
Kalispell, MT
Edward Jones
Andrew Kirk is a financial advisor at Edward Jones in Kalispell, Montana, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Kirk serves as a trustee and treasurer for Immanual Lutheran Communities, an independent living community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
108 advisors near
59901
within the area shown on the map
Out of 400,000+ nationwide