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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lewistown, MT

Every SEC-registered investment adviser representative at a firm office in Lewistown, with the firms that employ the most of them.

7 registered advisors work in Lewistown; the most are at Edward Jones (5). 3 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Lewistown

FirmAdvisors in Lewistown
Edward Jones news5
45north Partners1
State Farm Investment Management Corp.1

Advisors in Lewistown, A to Z

CFP advisors in Lewistown →

Other cities in Montana

All of Montana →

Billings 251Bozeman 213Missoula 149Great Falls 102Helena 69Kalispell 61Whitefish 47Butte 21Havre 15Bigfork 14Hamilton 13Miles City 12Glasgow 10Livingston 10Belgrade 8Columbia Falls 8Polson 8Sidney 7Dillon 5Laurel 5Manhattan 5

Questions

How many financial advisors are in Lewistown, MT?

7 investment adviser representatives are registered at firm offices in Lewistown, Montana, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Lewistown?

Edward Jones, with 5 registered advisors in Lewistown, followed by 45north Partners with 1.

How do I check a financial advisor in Lewistown?

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.