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.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homestake Venture Partners LLC | Bozeman, MT | Jan 2018 - Current | 6 |
| Northfork Financial LLC | Bozeman, MT | Dec 2016 - Current | 7 |
| Homestake Venture Partners LLC | Bozeman, MT | Jul 2017 - Jan 2018 | < 1 |
| Northfork Financial LLC | Bozeman, MT | Oct 2016 - Dec 2016 | < 1 |
| Northfork Financial LLC | Bozeman, MT | Jun 2016 - Oct 2016 | < 1 |
| Wildland Trekking Company | Bozeman, MT | May 2015 - Sep 2016 | 1 |
| Big Sky Resort | Big Sky, MT | Jan 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MT
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts526ACCOUNTS
-
Average Account Value$166,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MT, WY
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