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10 advisors near
59230
within the area shown on the map
Out of 400,000+ nationwide
Gage L
CFP®, Series 65
Glasgow, MT
Brooklyn FI, LLC
Gage Legare is a CFP® and Series 65-registered advisor with six years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm primarily employs passive investment strategies while incorporating specialized external managers and offers educational seminars and comprehensive oversight of held-away accounts.
Arron F
CFP®, Series 66
Glasgow, MT
Edward Jones
Arron Franzen is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Glasgow, MT, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Community Bank for 12 years and has been involved with the Montana Officials Association as a volleyball and basketball referee since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael Y
Series 66
Valler, MT
Raymond James & Associates
Michael Yakos is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.
Keil K
Series 66
Glasgow, MT
Edward Jones
Keil Krumwiede is a financial advisor with Edward Jones in Glasgow, MT, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021. Outside of advising, he is the CEO of a maintenance-focused business, Middle of Nowhere Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets and operating through a large nationwide network of financial advisors and branch offices.
Sam B
Series 66
Glasgow, MT
LPL Financial
Sam Brelje is a financial advisor at LPL Financial, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank, where he amassed over a decade of financial services experience. 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 portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.
Madelyn D
Series 66
Glasgow, MT
Edward Jones
Madelyn Durham is a financial advisor with Edward Jones in Glasgow, MT. She holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked in a variety of roles across different industries, including at The Loaded Toad and the EOU Small Business Development Center. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Bryan K
Series 66
Glasgow, MT
Edward Jones
Bryan Krumwiede is a financial advisor at Edward Jones in Glasgow, MT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for the Valley County Recreation Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Bethanie K
CFP®, ChFC®, Series 66
Glasgow, MT
Edward Jones
Bethanie Keim is a financial advisor with Edward Jones in Glasgow, Montana, holding the CFP®, ChFC®, and Series 66 designations. She has 16 years of industry experience, all with Edward Jones since 2010. Outside of her advisory role, she serves as the second vice president of the local Chamber of Commerce and is a board member of Hi-Line Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and integrated services including trust and securities-based lending options.
Laurel F
Series 66
Glasgow, MT
LPL Financial
Laurel Fewer is a financial advisor with LPL Financial in Glasgow, Montana, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at First State Bank of Shelby, Hewlett Packard Inc., and Boise State University’s College of Business and Economics. She volunteers as a coach for Glasgow Middle School. 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 advisory and brokerage services including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Gary W
Series 63, Series 65
Glasgow, MT
LPL Financial
Gary Wageman is a financial advisor with LPL Financial in Glasgow, Montana, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with LPL Financial since 1991. Outside of his advisory work, he has served with the Glasgow High School Track Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a comprehensive suite of financial products.
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Finding advisors...
10 advisors near
59230
within the area shown on the map
Out of 400,000+ nationwide