Missoula, MT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,509,516,941
ClientsTotal clients
80,267
AdvisorsAdvisors at this office
3
Of 1,910 advisors across 510 offices
Location
1014 South Ave. W., Suite A
Missoula MT 59801
Advisors at this office
3
Advisors at this office
Jeremy K
Series 63, Series 66
Missoula, MT
Guardian Life
Jeremy Kientz is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Edward Jones from 2004 to 2017, Wells Fargo Clearing from 2017 to 2022, and Guardian Life Insurance Company since 2022. He is currently based in Missoula, MT. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, managing assets through a combination of proprietary models and third-party platforms.
Daniel P
Series 66
Missoula, MT
Guardian Life
Daniel Panique is a Series 66-registered financial advisor with Guardian Life and Park Avenue Securities, with one year of industry experience. His prior work includes six years at Generations Contracting and Analysis and thirteen years at UPS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using model portfolios from in-house and third-party managers.
Nicholas T
Series 63, Series 65
Missoula, MT
Guardian Life
Nicholas Taber is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, primarily with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of directors for the Missoula YMCA and is an officer and owner of Taber Crew LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including proprietary and third-party model portfolios, financial planning, and retirement plan consulting.
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