Top general retirement planning financial advisors in Helena, MT

Adam Klippenstein is a financial advisor with Edward Jones in Helena, Montana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a Staff Sergeant in the Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs under a fiduciary standard.

Raeann Yarn is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ashton Thomas in 2024, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she participates in the TikTok Creator Program as a content creator focused on fashion and also works as a food delivery driver for Door Dash. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and family office services, utilizing a range of investment strategies and the Amplify Platform for back-office support and access to program managers.

Matthew Doucette is a financial advisor with Eagle Strategies (New York Life) based in Helena, MT, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Eagle Strategies since 2021 and serves as an adjunct instructor at the University of Montana-Missoula College, teaching an online introductory hospitality course. Doucette also serves on the board of the Missoula Airport Authority and participates in its finance committee. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Evad Vanspoore is a financial advisor with LPL Financial in Helena, MT, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at Cetera and First Interstate Bank, where he continues to serve as a Relationship Manager. Outside of his advisory role, Vanspoore is involved as a competition judge for the International Free Skiing Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christian Heisel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and GWFS Equities, Inc. He is currently based in Helena, Montana. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm utilizes an integrated platform that combines adviser programs with financial product sales and provides access to model portfolios, third-party asset management, and insurance products.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.