Financial advisers in Montana
46 profiles with reported offices in Montana. Explore advisers’ roles, firms and public regulatory records.
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Find advisers with a reported office in Montana. Choose a city to get started.
OFFICE CITIES
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Cities in Montana
A–Z · Number of advisersCity locations are approximate. Counts reflect reported offices. 1 city is listed without a map marker.
Map sources: U.S. Census Natural Earth
Adviser profiles
Nicholas CladisManager & Chief Compliance OfficerCladis Investment AdvisoryCRD 47182
Kenneth FresemanInvestment adviser representativeSGL Investment AdvisorsCRD 214140
Robert SeidenschwarzDirectorSGL Investment AdvisorsCRD 1011121- Kristin HetzerChief Executive Officer/Chief Compliance OfficerRoyal Palms CapitalCRD 1098705
- Andrew DavidsonPresident, DirectorDavidson Investment AdvisorsCRD 2095600
Jeffrey GoldmanManaging Member, Chief Compliance OfficerLife Planning AdvisorsCRD 2110174
Susan WilliamsPresidentSGL Investment AdvisorsCRD 2290587- Ronald O'DonnellChairman & CEOStockman Wealth ManagementCRD 2346026
- Larry JohnsPresident & CIO & CCOStockman Wealth ManagementCRD 2533115
- Patrick AnglandManaging DirectorStockman Wealth ManagementCRD 2825370
- Todd TesslerInvestment adviser representativeLife Planning AdvisorsCRD 2940401
- Kara BransonInvestment adviser representativeSinger Wealth ManagementCRD 3065833
- Jessica NeumanManaging DirectorStockman Wealth ManagementCRD 4450464
- Heather KubasChief Operating Officer & Chief Compliance OfficerDavidson Investment AdvisorsCRD 4595889
Jill TrippOwner, Chief Compliance Officer, and Managing MemberStewart & Associates, PLLCCRD 4656851
Tracy HawbakerChief Operations OfficerCladis Investment AdvisoryCRD 4981864
Robbyn RichardsonInvestment adviser representativeSGL Investment AdvisorsCRD 5080105- Joshua EderInvestment adviser representativeSGL Investment AdvisorsCRD 5104561
- Donald GaumerInvestment adviser representativeSGL Investment AdvisorsCRD 5270645
Joshua DenneyInvestment adviser representativeSGL Investment AdvisorsCRD 5492542
Hannah Santa CruzInvestment adviser representativeStewart & Associates, PLLCCRD 5947577
Thomas SchuchManaging PartnerPiedmont Capital ManagementCRD 5971148
Eric JoyntInvestment adviser representativeProspettiva FinancialCRD 6140720
Joshua HortonFounder & CCOBig Sky Wealth AdvisorsCRD 6187019- David PeppengerInvestment adviser representativeSGL Investment AdvisorsCRD 6241527
- Zachary CarvalhoInvestment adviser representativeSGL Investment AdvisorsCRD 6342766
Travis BuckInvestment adviser representativeLifeworks AdvisorsCRD 6388246- Brent LeavittInvestment adviser representativeInteractive Financial AdvisorsCRD 6492855
- Michelle BryantInvestment adviser representativeBluePrint InvestingCRD 6634156
- David AshbyManaging DirectorStockman Wealth ManagementCRD 6731431
- Michael GammillInvestment adviser representativeExpand Financial GroupCRD 6741624
Kelly BrungerInvestment adviser representativeSGL Investment AdvisorsCRD 6802145- Andrew CocoManaging Partner & Chief Compliance OfficerPiedmont Capital ManagementCRD 6991480
- Andrew HarrisInvestment adviser representativeSGL Investment AdvisorsCRD 7228229
- Ryan SwainInvestment adviser representativeBig Sky Wealth AdvisorsCRD 7515045
- Mitchell RobertsInvestment adviser representativeSGL Investment AdvisorsCRD 7704831
- Marcus WelnelInvestment adviser representativeSGL Investment AdvisorsCRD 7741521
- Natalie LarsonInvestment adviser representativeSGL Investment AdvisorsCRD 7771960
Peter BurnsInvestment adviser representativeSankala GroupCRD 7777921
Casey FitchettInvestment adviser representativePine Haven Investment CounselCRD 7791431- Jeffrey HaysInvestment adviser representativeSGL Investment AdvisorsCRD 7801533
- Kristina AllardiceInvestment adviser representativeRed SevenCRD 7879788
Catherine KirchnerInvestment adviser representativeDonalies Financial PlanningCRD 8071228- Henry ZanderInvestment adviser representativeCladis Investment AdvisoryCRD 8159319
- Julie KosteleckyInvestment adviser representativeSand Creek CapitalCRD 8274201
- Diego BiggerstaffInvestment adviser representativePiedmont Capital ManagementCRD 8295829
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.