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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bozeman, MT

Every SEC-registered financial advisor at a firm office in Bozeman who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Bozeman; the most are at Aprio Wealth Management, LLC (1). 1 are also registered broker representatives.

CFA advisors in Bozeman, A to Z

Every advisor in Bozeman →

Firms with the most CFA charterholders in Bozeman

Aprio Wealth Management, LLC 1Arkell Asset Management, LLC 1D.A. Davidson & Co. 1Group W Investment Management LLC 1Xypn Sapphire 1

CFA advisors in other Montana cities

All of Montana →

Billings 6Great Falls 4

Questions

How many CFA financial advisors are in Bozeman, MT?

5 SEC-registered investment adviser representatives at firm offices in Bozeman, Montana list the CFA designation; Aprio Wealth Management, LLC employs the most of them (1).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Bozeman?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.