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Distance Only Bozeman, MT
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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
Carl Nystuen (CRD# 5934123) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 12 years of experience in the finance industry. Carl Nystuen 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.
Afton O'meara (CRD# 6046766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 9 years of experience in the finance industry. Afton O'meara 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.
Nicholas Obie (CRD# 5900398) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bozeman, MT and has over 12 years of experience in the finance industry.
Morgan Owen (CRD# 5352812) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 16 years of experience in the finance industry. Morgan Owen 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.
Timothy Ozanne (CRD# 4407270) is an Investment Advisor Representative working at Firethorn Capital, LLC in Bozeman, MT and has over 23 years of experience in the finance industry.
David Palagi (CRD# 1198460) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bozeman, MT and has over 40 years of experience in the finance industry.
Lauren Peck (CRD# 1309756) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 15 years of experience in the finance industry. Lauren Peck 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.
Katie Pederson (CRD# 5842922) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 13 years of experience in the finance industry.
Keith Poch (CRD# 1537840) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Bozeman, MT and has over 26 years of experience in the finance industry.
Paul Quinn (CRD# 5292113) is an Investment Advisor Representative working at Quinn Capital LLC in Bozeman, MT and has over 17 years of experience in the finance industry.