Kalispell, MT Office
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ESI Financial Advisors
Enterprise
Firm-wide stats for ESI Financial Advisors
About
Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting and asset management to individuals, corporations, trusts, estates, charitable organizations and employer retirement plans. The firm is dually registered as a broker‑dealer and an SEC‑registered investment adviser and makes advisory programs available through a network of investment adviser representatives.
EFA offers multiple advisory platforms and frequently uses third‑party asset managers and model portfolios (including Fidelity FIWA-based Illuminations, American Funds retirement solutions, AssetMark, Saratoga, Schwab Retirement Advisor Services, and SEI), combining predominantly long‑term strategies with the option for shorter‑term trading and specialized instruments. Many client programs require client authorization for trading or are managed on a non‑discretionary basis — as of 12/31/2025 the firm reported roughly $1.6 billion in non‑discretionary assets versus $1.1 billion in discretionary assets — while other programs grant discretionary authority to third‑party managers.
Compared with many large advisers, EFA’s broker‑dealer activities and affiliated insurance relationships create a meaningful commission and revenue‑sharing component to its business: the firm sells affiliated and unaffiliated mutual funds, annuities and other products, receives commissions and 12b‑1 fees, and receives payments from Strategic Partners and product sponsors. The firm also disclosed and settled an SEC matter in 2019 related to mutual fund share class selection, reflecting the operational overlap between its advisory and brokerage activities.
Based on ESI Financial Advisors
Expertise
Based on ESI Financial Advisors
Location
201 3rd Ave West
Kalispell MT 59901
Advisors at this office
3
Advisors at this office
David C
Series 65
Kalispell, MT
Equity Services, inc.
David Curtin is a financial advisor with Equity Services, Inc. holding a Series 65 designation and two years of industry experience. He has also worked with Mountain Peak Wealth Solutions, where he focuses on life insurance and fixed annuity sales. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios to deliver both long-term and specialized investment strategies.
Nikolas K
Series 65
Kalispell, MT
Equity Services, inc.
Nikolas Killoran is a Series 65-licensed financial advisor with one year of industry experience, currently with Equity Services, Inc. in Kalispell, MT. He has previously worked at Mountain Peak Wealth Solutions and has experience in life and fixed annuity sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, utilizing multiple advisory platforms and both discretionary and non-discretionary management approaches.
Scott M
CFP®, ChFC®, Series 63, Series 65
Kalispell, MT
Equity Services, inc.
Scott Maitland is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with Equity Services, Inc. in Kalispell, MT, with 30 years of industry experience. He has been with Equity Services since 1995 and also has a longstanding relationship with National Life of Vermont dating back to 1993. Outside of his advisory roles, he serves on the board of a homeowners association in Kalispell. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
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