Top financial advisors working with clients approaching retirement in Missoula, MT

Robert Ellington Montes is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and PFS Investments Inc. Montes is also employed by KMAM LLC, an investment advisory firm owned by his spouse, through which he receives compensation. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary account management.

Eric Sandvig is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Legacy Wealth Management, LLC, and Arnold & Taylor, PLLC. Sandvig’s background includes roles at multiple Avantax-related entities as well as Cetera Wealth Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisors, manages approximately $7.57 billion in assets, and uses proprietary investment style allocation models along with tax-intelligent strategies.

Casey Reimer is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, Casey worked at Coghlan Financial and Glidewell Investments and Insurance Group. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Keith Fichtner is a Series 66 licensed financial advisor with Edward Jones in Missoula, MT, where he has worked since 2018. He has seven years of industry experience and previously spent ten years with ALPS P&C Insurance. Outside of his advisory role, he is Vice President of Grizzly Networking Professionals and owns KLOE LLC, a car rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

Dale Baldwin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2018, following a three-year tenure at Signator Investors, Inc. Baldwin also managed Homestead Orchards Inc. for 38 years. Outside of his advisory roles, he serves as a notary public providing services without charge. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.