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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
Mark Donovan (CRD# 1455874) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bozeman, MT and has over 38 years of experience in the finance industry.
John Dubose (CRD# 2503746) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Bozeman, MT and has over 29 years of experience in the finance industry. John Dubose 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.
Michael Erickson (CRD# 2816230) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 27 years of experience in the finance industry.
Michael Gammill (CRD# 6741624) is an Investment Advisor Representative working at Expand Financial Group, LLC in Bozeman, MT and has over 6 years of experience in the finance industry.
John Gideon (CRD# 2063645) is an Investment Advisor Representative working at Wells Fargo Advisors in Bozeman, MT and has over 33 years of experience in the finance industry.
Jon Goodman (CRD# 5065832) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 14 years of experience in the finance industry.
Charles Griffith (CRD# 851568) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 27 years of experience in the finance industry. Charles Griffith 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.
Diane Griffith (CRD# 2289997) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 31 years of experience in the finance industry.
Scott Haigh (CRD# 3075428) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 25 years of experience in the finance industry.
Duane Hansen (CRD# 6025893) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bozeman, MT and has over 10 years of experience in the finance industry.