Billings, MT North 31st Street Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

401 North 31st Street

Billings MT 59101

Advisors at this office

8

Advisors at this office

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Devin S

Series 66

Billings, MT

LPL Financial

Devin Scott is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and over 12 years of industry experience. He has worked with First Interstate Bank and Cetera in addition to his tenure at LPL Financial. Scott is involved in an investment entity focused on venture capital funds through Sports VC Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Christian B

Series 66

Billings, MT

LPL Financial

Christian Bautista is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and has a diverse background including roles at Wells Fargo and Montana State University Billings. Bautista is involved with Ness Services, LLC, a business outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Carina L

Series 66

Billings, MT

LPL Financial

Carina Lange is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 21 years of industry experience. Her career includes roles at Cetera and First Interstate Bank, where she has been involved since 1995. She also has ongoing involvement with First Interstate Bank in Billings, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Randy K

Series 63, Series 65

Billings, MT

LPL Financial

Randy Koliha is a financial advisor with LPL Financial in Billings, MT, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at LPL Financial since 2016 and previously spent over a decade with Cetera and First Interstate Bank. He also serves as a Wealth Advisor with First Interstate Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Teresa S

Series 66

Billings, MT

LPL Financial

Teresa Sanders is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and 13 years of industry experience. She has worked at LPL Financial since 2016 and previously spent five years at Cetera Investment Services. Sanders also serves as a Trust Specialist with First Interstate Bank, where she has been employed since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan P

Series 63, Series 65

Billings, MT

LPL Financial

Ryan Padden is a financial advisor with LPL Financial based in Billings, MT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at U.S. Bancorp Investments and U.S. Bank. Outside of finance, he has experience with Evergreen Lawn Care Inc. and served in the U.S. Army Corps of Engineers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hanna W

Series 66

Billings, MT

LPL Financial

Hanna Wagner is a financial advisor with LPL Financial in Billings, Montana, holding a Series 66 designation and bringing three years of industry experience. She has been with LPL Financial since 2018 and has worked at First Interstate BancSystem Inc. since 2008. Wagner serves on the Yellowstone County Montana Tax Appeals Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions for individuals, retirement plans, banks, and institutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Clarene W

Series 66

Billings, MT

LPL Financial

Clarene Westburg is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 credential and 16 years of industry experience. Her prior roles include positions at Cetera, D.A. Davidson & Co., and First Interstate Bank, where she currently serves as Regional Trust Manager. Outside of her advisory work, she is the business operations manager of WestFab Custom Fabrication LLC, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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