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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
Rosa Valencia (CRD# 4204112) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 23 years of experience in the finance industry.
Karla Wastcoat (CRD# 2705393) 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.
Daniel Watnee (CRD# 5016087) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 18 years of experience in the finance industry.
Robert Watson (CRD# 2163449) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 32 years of experience in the finance industry. Robert Watson 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.
James Webster (CRD# 2162466) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 32 years of experience in the finance industry.
Jacob Werner (CRD# 4589534) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 21 years of experience in the finance industry. Jacob Werner 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.
Thomas White (CRD# 5242384) is an Investment Advisor Representative working at Mountain Wealth Management, LLC in Bozeman, MT and has over 17 years of experience in the finance industry.
Brant Wiehardt (CRD# 5919884) is an Investment Advisor Representative working at Wells Fargo Advisors in Bozeman, MT and has over 12 years of experience in the finance industry.
Michael Winter (CRD# 6188317) is an Investment Advisor Representative working at Wells Fargo Advisors in Bozeman, MT and has over 9 years of experience in the finance industry.
Erin Yost (CRD# 4356051) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bozeman, MT and has over 23 years of experience in the finance industry. Erin Yost 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.