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2 advisors near
59474
within the area shown on the map
Out of 400,000+ nationwide
Tammy H
Series 66
Shelby, MT
Edward Jones
Tammy Holten is a Series 66-licensed financial advisor with Edward Jones, based in Shelby, Montana. She has nine years of industry experience, all with Edward Jones, where she has worked since 2017 and previously from 2004 to 2017. Outside of her advisory work, she is a 50% owner of Holten Hi-Line Enterprises, a family farm in Shelby. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Ashley L
Series 66
Shelby, MT
Edward Jones
Ashley Lampert is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Independence Bank and operated her own business. Outside of her advisory role, she owns K Cubed Concepts, LLC, a web design and site management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services.
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Finding advisors...
2 advisors near
59474
within the area shown on the map
Out of 400,000+ nationwide