Financial advisors in Great Falls, MT

114 advisors · page 4 of 4

Michael Kubas
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Michael Shelton
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Myra Bakke
Financial advisor at Cetera Planning Partners
Cetera Planning Partners · $4.16B AUM
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Nathaniel Hoehn
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Nicholas Storrusten
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Patricia Groshelle
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Patrick Winderl
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Rhad Keel
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Ronald Merry
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Rowena Milton
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Ryan Swain
Financial advisor at Big Sky Wealth Advisors, LLC
Big Sky Wealth Advisors, LLC · $134.6M AUM
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Sarah Moldan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Scott Smartt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Sharon Nalivka-Hancock
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Shawna Marion
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Stephen Blanchard
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Steven McGregor
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Tawnie Aschim
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Thomas Katz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Tracy Eisenbarth
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Travis Harp
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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William Crews
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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William Walker
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
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Xavier Marshall
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Great Falls, MT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Great Falls, MT.

How this list works

Before you hire an advisor in Great Falls, MT