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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
Steven Jarvis (CRD# 5723866) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Missoula, MT and has over 14 years of experience in the finance industry.
Alan Jensen (CRD# 2528978) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 29 years of experience in the finance industry. Alan Jensen 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.
Todd Johnson (CRD# 4191588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Missoula, MT and has over 16 years of experience in the finance industry.
Timothy Kato (CRD# 1220781) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 40 years of experience in the finance industry.
Julie Kieckbusch Jones (CRD# 6548242) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Missoula, MT and has over 8 years of experience in the finance industry.
Daniel Kiely (CRD# 4248326) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Missoula, MT and has over 23 years of experience in the finance industry.
Jeremy Kientz (CRD# 4782864) is an Investment Advisor Representative working at Park Avenue Securities LLC in Missoula, MT and has over 19 years of experience in the finance industry.
David Kliber (CRD# 2889010) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Missoula, MT and has over 26 years of experience in the finance industry.
Andrew Knutson (CRD# 2254542) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Missoula, MT and has over 31 years of experience in the finance industry.
Jeffrey Larson (CRD# 5918451) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Missoula, MT and has over 12 years of experience in the finance industry.