Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bigfork, MT
Every SEC-registered investment adviser representative at a firm office in Bigfork, with the firms that employ the most of them.
14 registered advisors work in Bigfork; the most are at Edward Jones (3). 4 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Bigfork
| Firm | Advisors in Bigfork |
|---|---|
| Edward Jones news | 3 |
| Life Planning Advisors LLC | 2 |
| Bergen Park Capital Management, LLC | 1 |
| Golden State Wealth Management, LLC | 1 |
| LPL Financial LLC news | 1 |
| Morgan Stanley news | 1 |
| Noisy Creek Capital | 1 |
| Platler Capital Management LLC | 1 |
| Reppond Investments, Inc. | 1 |
| State Farm Investment Management Corp. | 1 |
| Thrivent Investment Management Inc. | 1 |
| Wildrye Financial | 1 |
Advisors in Bigfork, A to Z
CFP advisors in Bigfork →- Tara K. AllenEdward Jones · Certified Financial Planner
- Scott T. CummingsNoisy Creek Capital
- Brayden DeckEdward Jones
- Jeffrey B. GoldmanLife Planning Advisors LLC · Certified Financial Planner
- Katherine S. HicksState Farm Investment Management Corp.
- Curtis W. HowardLPL Financial LLC
- Cody R. KirkWildrye Financial · Certified Financial Planner
- David G. MeeksMorgan Stanley · Certified Financial Planner
- Matthew J. PlatlerPlatler Capital Management LLC
- Ben W. ReppondReppond Investments, Inc.
- Edgerton Scott IIIBergen Park Capital Management, LLC · Chartered Financial Analyst
- Todd A. TesslerLife Planning Advisors LLC
- Schuyler E. TudorEdward Jones
- Raymond S. VincentThrivent Investment Management Inc.
Other cities in Montana
All of Montana →Billings 251Bozeman 213Missoula 149Great Falls 102Helena 69Kalispell 61Whitefish 47Butte 21Havre 15Hamilton 13Miles City 12Glasgow 10Livingston 10Belgrade 8Columbia Falls 8Polson 8Lewistown 7Sidney 7Dillon 5Laurel 5Manhattan 5
Questions
How many financial advisors are in Bigfork, MT?
14 investment adviser representatives are registered at firm offices in Bigfork, Montana, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Bigfork?
Edward Jones, with 3 registered advisors in Bigfork, followed by Life Planning Advisors LLC with 2.
How do I check a financial advisor in Bigfork?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.