Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Butte, MT
Every SEC-registered investment adviser representative at a firm office in Butte, with the firms that employ the most of them.
21 registered advisors work in Butte; the most are at Edward Jones (6). 2 list the CFP designation and 21 are also registered broker representatives.
Firms with the most advisors in Butte
Advisors in Butte, A to Z
CFP advisors in Butte →- Diane M. ArntsonEdward Jones
- Ashley L. BoniferD.A. Davidson & Co.
- Jerald P. CampbellLPL Financial LLC
- Christopher S. ConnorsD.A. Davidson & Co.
- William D. DailyEdward Jones · Certified Financial Planner
- Steven M. DanielOsaic Wealth, Inc. · Chartered Financial Consultant
- Debra R. ElingsEdward Jones · Certified Financial Planner
- Scott M. FergusonCetera Investment Advisers LLC
- Vivienne M. GustavsenWells Fargo Clearing Services, LLC
- Jeffrey J. HartwickEdward Jones
- Patrick D. JensenEdward Jones
- Ashley D. JohnstonOsaic Wealth, Inc.
- Sarah G. LeipheimerEdward Jones
- James ManningState Farm Investment Management Corp.
- Jenna M. McCarthyState Farm Investment Management Corp.
- Leo C. McCarthyState Farm Investment Management Corp. · Chartered Financial Consultant
- Trey OwensThrivent Investment Management Inc.
- Daniel M. ReganOsaic Wealth, Inc.
- Kaylee A. ReynoldsOsaic Wealth, Inc.
- Daniel J. RosaD.A. Davidson & Co.
- Daniel J. ThompsonOsaic Wealth, Inc.
Other cities in Montana
All of Montana →Billings 251Bozeman 213Missoula 149Great Falls 102Helena 69Kalispell 61Whitefish 47Havre 15Bigfork 14Hamilton 13Miles City 12Glasgow 10Livingston 10Belgrade 8Columbia Falls 8Polson 8Lewistown 7Sidney 7Dillon 5Laurel 5Manhattan 5
Questions
How many financial advisors are in Butte, MT?
21 investment adviser representatives are registered at firm offices in Butte, Montana, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Butte?
Edward Jones, with 6 registered advisors in Butte, followed by Osaic Wealth, Inc. with 5.
How do I check a financial advisor in Butte?
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.