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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
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.
Jacob Turley (CRD# 6068553) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kalispell, MT and has over 9 years of experience in the finance industry. Jacob Turley 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.
Addison Vergara (CRD# 6956487) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 5 years of experience in the finance industry.
Gregory Warner (CRD# 4130305) is an Investment Advisor Representative working at Adero Partners, LLC in Whitefish, MT and has over 20 years of experience in the finance industry. Gregory Warner 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.
Aimee Weller (CRD# 6200399) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 10 years of experience in the finance industry.