Financial advisors in Missoula, MT

116 match · page 1 of 4

Alan Jensen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Alice Marquardt
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Bradley Cederberg
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Caleb Pepperday
Financial advisor at Advanced Practice Planning, LLC
Advanced Practice Planning, LLC · $6.4M AUM
CFP®VerifiedFinancial planning
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Cynthia Fritch
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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David Rosulek
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Eivind Gjetmundsen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Eric Joynt
Financial advisor at Prospettiva Financial
Prospettiva Financial · $128.7M AUM
CFP®VerifiedFinancial planning
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Greg Schmautz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Hannah Santa Cruz
Financial advisor at Pathfinder Planning and Investments
Pathfinder Planning and Investments · $122.3M AUM
CFP®VerifiedFinancial planning
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Jared Losing
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jill Tripp
Financial advisor at Pathfinder Planning and Investments
Pathfinder Planning and Investments · $122.3M AUM
CFP®VerifiedFinancial planning
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John Passuccio
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Johnathan Strong
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Joseph Brandenburg
Financial advisor at Alongside, LLC
Alongside, LLC · $878.6M AUM
CFP®VerifiedFinancial planning
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Lucca Scariano
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Matthew Noreus
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Morgan Eichwald
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Paul Lasiter
Financial advisor at Evergreen Summit Advisors, LLC
Evergreen Summit Advisors, LLC
CFP®VerifiedFinancial planning
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Rachael Morawski
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Raymond Round
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Robert Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Ryne Mading
Financial advisor at Switchbacks Capital Advisory, LLC
Switchbacks Capital Advisory, LLC
CFP®VerifiedFinancial planning
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Scott Seifert
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Susan Colyer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Sydney Stabio
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Belarde
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Alexandra Clemow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Amanda Miller
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Andrew Knutson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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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 Missoula, 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 Missoula, MT.

How this list works

Before you hire an advisor in Missoula, MT