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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
Douglas Houtz (CRD# 1934295) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 34 years of experience in the finance industry.
Jeffrey Hoyer (CRD# 1353732) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 39 years of experience in the finance industry.
Claudine Johnson (CRD# 6451542) is an Investment Advisor Representative working at Investment Management Group in Whitefish, MT and has over 9 years of experience in the finance industry.
Mark Johnson (CRD# 5610120) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 15 years of experience in the finance industry.
Zach Jonson (CRD# 4639862) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 15 years of experience in the finance industry.
Terry Judd (CRD# 1636139) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 37 years of experience in the finance industry.
Andrew Kirk (CRD# 5619393) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 15 years of experience in the finance industry.
John Knopik (CRD# 4980586) is an Investment Advisor Representative working at Ascent Wealth Management in Kalispell, MT and has over 18 years of experience in the finance industry. John Knopik 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.
Joseph Laszewski (CRD# 6697828) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 7 years of experience in the finance industry.