-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Robert Haseman (CRD# 5479070) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 14 years of experience in the finance industry.
Michael Holland (CRD# 1503726) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 37 years of experience in the finance industry.
David Jensen (CRD# 4679847) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helena, MT and has over 13 years of experience in the finance industry.
Autumn Keller (CRD# 6127062) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Helena, MT and has over 10 years of experience in the finance industry.
Thomas Kerr (CRD# 2359228) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 30 years of experience in the finance industry.
Cody Kirk (CRD# 6443766) is an Investment Advisor Representative working at Wildrye Financial in Helena, MT and has over 9 years of experience in the finance industry. Cody Kirk 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.
Adam Klippenstein (CRD# 6297851) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 9 years of experience in the finance industry.
Scott Knutson (CRD# 2420128) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Helena, MT and has over 29 years of experience in the finance industry.
Fred Krepps (CRD# 4408263) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 22 years of experience in the finance industry.
Matthew Maloy (CRD# 5355987) is an Investment Advisor Representative working at Lpl Financial LLC in Helena, MT and has over 6 years of experience in the finance industry. Matthew Maloy 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.