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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Willow Creek Capital Management, Inc. financial advisors in Missoula, MT

Every SEC-registered investment adviser representative at a Willow Creek Capital Management, Inc. office in Missoula, A to Z.

The short answer

3 registered advisors work at Willow Creek Capital Management, Inc. in Missoula, out of 3 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Willow Creek Capital Management, Inc. advisors in Missoula, A to Z

Every Willow Creek Capital Management, Inc. advisor →

Willow Creek Capital Management, Inc. advisors in every city and state →Willow Creek Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Missoula

All Missoula advisors →

D.A. Davidson & Co. 17S.G. Long & Company 15Sgl Investment Advisors, Inc. 15LPL Financial LLC 14Edward Jones 11Ameriprise Financial Services, LLC 8Osaic Wealth, Inc. 7Wells Fargo Advisors Financial Network, LLC 7Charles Schwab & Co., Inc. 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 6Front Street Capital Management, Inc. 5UBS Financial Services Inc. 5

Questions

How many financial advisors does Willow Creek Capital Management, Inc. have in Missoula?

3 investment adviser representatives are registered at Willow Creek Capital Management, Inc. offices in Missoula, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Willow Creek Capital Management, Inc. one of the largest advisor employers in Missoula?

Willow Creek Capital Management, Inc. ranks number 18 in Missoula by registered advisors; D.A. Davidson & Co. has the most, with 17.

How do I check a Willow Creek Capital Management, Inc. advisor in Missoula?

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, 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 Willow Creek Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.