Paige Bouma (CRD# 7185250) is an Investment Advisor Representative working at Syntrinsic LLC in Belgrade, MT and has 1 year of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Syntrinsic LLC | Denver, CO | Oct 2023 - Current | < 1 |
| Gigworx | Bozeman, MT | Sep 2023 - Oct 2023 | < 1 |
| Unemployed | Bozeman, MT | Jul 2023 - Aug 2023 | < 1 |
| Andrea Anderson Wass | Bozeman, MT | Jun 2022 - Jul 2023 | 1 |
| Northwestern Mutual Investment Services, LLC | Bozeman, MT | Oct 2019 - Jul 2023 | 3 |
| Gregory Castronovo | Bozeman, MT | May 2020 - Jun 2022 | 2 |
| Gregory Castronovo | Bozeman, MT | Oct 2019 - May 2020 | < 1 |
| Walmart Pharmacy | Bozeman, MT | Nov 2016 - Oct 2019 | 2 |
| Unemployed | Bozeman, MT | Sep 2016 - Oct 2016 | < 1 |
| Lower Valley Haying | Kalispell, MT | Apr 2016 - Aug 2016 | < 1 |
| Unemployed | Kalispell, MT | Sep 2015 - Apr 2016 | < 1 |
| City Of Bozeman Parks Department | Bozeman, MT | Apr 2015 - Aug 2015 | < 1 |
| Unemployed | Bozeman, MT | Jan 2015 - Apr 2015 | < 1 |
| Student | Bozeman, MT | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CO
- MT
-
Total Assets Under Management1,746MILLIONS
-
Total Number of Accounts464ACCOUNTS
-
Average Account Value$3,763,127
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO, GA, IL, MT, NC, NJ, NY, SC, TX, UT
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