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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
Kristopher Kumlien (CRD# 6137008) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 11 years of experience in the finance industry.
Justin Lappe (CRD# 6060220) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 11 years of experience in the finance industry.
Michael Lewis (CRD# 4725266) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 20 years of experience in the finance industry. Michael Lewis 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.
Patrick Logue (CRD# 1160950) is an Investment Advisor Representative working at Wells Fargo Advisors in Bozeman, MT and has over 40 years of experience in the finance industry.
Sean Logue (CRD# 5350175) is an Investment Advisor Representative working at Wells Fargo Advisors in Bozeman, MT and has over 13 years of experience in the finance industry.
Cathleen Lucas (CRD# 3064433) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 25 years of experience in the finance industry.
Ashley Mackay (CRD# 6167864) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 10 years of experience in the finance industry.
Michael Maierle (CRD# 1172842) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 39 years of experience in the finance industry.
Andrew Martzloff (CRD# 4381100) is an Investment Advisor Representative working at Bitterroot Capital Advisors LLC in Bozeman, MT and has 1 year of experience in the finance industry.
Adrian Matosich (CRD# 2737020) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 27 years of experience in the finance industry.