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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
Stephen Sloan (CRD# 2412600) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kalispell, MT and has over 30 years of experience in the finance industry.
Shay Smithwick-Hann (CRD# 6496553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalispell, MT and has over 8 years of experience in the finance industry.
James Stack (CRD# 2458324) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 30 years of experience in the finance industry.
Lisa Stack (CRD# 2458316) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 30 years of experience in the finance industry.
Anna Steblina (CRD# 1494143) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 28 years of experience in the finance industry.
Paul Stein (CRD# 1990860) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalispell, MT and has over 33 years of experience in the finance industry.
James Strainer (CRD# 437914) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 40 years of experience in the finance industry.
Austin Taylor (CRD# 5379271) is an Investment Advisor Representative working at Bow Stream Investments LLC in Whitefish, MT and has over 16 years of experience in the finance industry.
Kim Taylor (CRD# 1211018) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 40 years of experience in the finance industry.
Michael Tomkins (CRD# 4669399) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 20 years of experience in the finance industry.