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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jacob Schultz (CRD# 7058150) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 5 years of experience in the finance industry.
Wesley Shifrin (CRD# 6714556) is an Investment Advisor Representative working at Northfork Financial LLC in Bozeman, MT and has over 7 years of experience in the finance industry.
Riley Sisson (CRD# 6500343) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 5 years of experience in the finance industry.
Brandon Smith (CRD# 6469065) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Bozeman, MT and has over 8 years of experience in the finance industry. Brandon Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Claude Smith (CRD# 4863798) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bozeman, MT and has over 19 years of experience in the finance industry.
Edward Stark (CRD# 2885984) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 26 years of experience in the finance industry.
Jonathon Stites (CRD# 5714759) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 14 years of experience in the finance industry.
Paula Stocker (CRD# 4306662) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 22 years of experience in the finance industry.
William Stoddart (CRD# 5222051) is an Investment Advisor Representative working at NorthFork Financial LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
NorthFork Financial is a state-registered investment fiduciary that provides comprehensive planning and investment management services for clients who want their interests to come first and who believe their financial choices should reflect their personal commitment to vibrant communities and thriving ecosystems.
Stephen Stumbo (CRD# 6533402) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 8 years of experience in the finance industry.