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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Thomas Adolph (CRD# 4005957) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Kalispell, MT and has over 24 years of experience in the finance industry.
Hannah Ahmed (CRD# 4970862) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 17 years of experience in the finance industry. Hannah Ahmed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ashley Anderson (CRD# 5572109) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 8 years of experience in the finance industry.
Jacob Armstrong (CRD# 5679476) is an Investment Advisor Representative working at Edward Jones in Whitefish, MT and has over 12 years of experience in the finance industry.
Zachary Barber (CRD# 6477026) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 7 years of experience in the finance industry.
Kenneth Barkus (CRD# 2364069) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 30 years of experience in the finance industry.
Chance Barrett (CRD# 6253261) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 2 years of experience in the finance industry.
I am dedicated to helping my clients with Financial Planning using education, service and honesty. My job is to simplify and consdolidate your financial life.
John Barrett (CRD# 2441038) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kalispell, MT and has over 30 years of experience in the finance industry.
Tyler Bebee (CRD# 4814419) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 19 years of experience in the finance industry.
Matthew Benedict (CRD# 2582731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Whitefish, MT and has over 29 years of experience in the finance industry.