Top financial advisors in Billings, MT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Billings, MT when you're navigating complex financial decisions like retirement planning or managing investments in a state with no general sales tax, which can affect your overall tax burden. A common mistake is working with an advisor who overlooks how Montana's tax environment impacts your long-term financial goals.
- Local tax knowledge. Confirm the advisor understands Montana's tax rules and how the absence of sales tax can influence your financial plan.
- Experience level. Ask about their years of advising clients in Billings to ensure familiarity with local economic factors.
- Fee structure clarity. Understand how flat-fee arrangements might benefit your budgeting compared to commission-based models.
- Firm size impact. Inquire how working with advisors from large firms versus independent ones affects the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Corey S
Series 66
Billings, MT
Stapleton Financial Group
Corey Stapleton offers extensive expertise in retirement planning and wealth management, supported by 28 years of experience and a Series 66 license, making him well-equipped to navigate Billings' unique tax environment. As an independent advisor leading Stapleton Financial Group since 2016, he provides discretionary investment management with a 1.20% annual fee, focusing on personalized portfolio strategies for individual and high-net-worth clients.
Experience: 29 years
Avg account: $239,394
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Kaleb H
Series 66
Billings, MT
Edward Jones
Kaleb Haub offers financial advice in Billings, MT, with a focus on retirement income strategy, charitable giving, and business exit planning, supported by Edward Jones' extensive national network. His background as a founder and business owner, combined with a large-firm environment and a fee structure up to 1.35% annually, distinguishes him from advisors with different firm sizes or fee models.
Experience: 1 year
Avg account: $246,728
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Ben K
Series 63, Series 66
Billings, MT
Principal Financial Services
Ben Kazmierski's 26 years of experience and Series 63 and 66 licenses position him well to navigate Billings' unique financial landscape, including Montana's tax environment. Affiliated with the large firm Principal Financial Services, he offers flexible fee structures like hourly and monthly options, serving a diverse clientele including retirees and business owners, which may provide broader resources compared to smaller firms.
Experience: 27 years
Avg account: $324,050
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Daniel K
Series 63, Series 65
Billings, MT
Primerica Advisors
Daniel Krug offers 24 years of experience in Billings, MT, with expertise in ESG investing, tax-loss harvesting, and income planning, which suits clients navigating Montana's unique tax environment. Affiliated with Primerica Advisors, a large firm, he provides discretionary asset management through a tiered wrap-fee structure, differentiating him from advisors with flat-fee or commission models.
Experience: 25 years
Avg account: $228,117
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Douglas M
Series 66
Billings, MT
LPL Financial
Douglas Mullowney's 28 years of experience and Series 66 designation equip him to navigate Billings' unique financial landscape, including retirement plans for business owners and tax-loss harvesting. Affiliated with LPL Financial, a large firm, he offers flat-fee financial planning and consulting, providing access to extensive research resources and a broad client base, which may differ from advisors at smaller firms or with commission-based fees.
Experience: 28 years
Avg account: $399,489
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