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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
Roxanne Meury (CRD# 5377877) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 16 years of experience in the finance industry.
Jonathan Miller (CRD# 6199113) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helena, MT and has over 10 years of experience in the finance industry.
Clint Morrison (CRD# 6264508) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Helena, MT and has over 10 years of experience in the finance industry.
Molly Mosness (CRD# 3156274) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 25 years of experience in the finance industry.
Brian Nelson (CRD# 4304998) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Helena, MT and has over 23 years of experience in the finance industry. Brian Nelson 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.
Rod Olson (CRD# 5114162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Helena, MT and has over 17 years of experience in the finance industry.
Guy Peel (CRD# 863485) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Helena, MT and has over 31 years of experience in the finance industry. Guy Peel 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.
David Polk (CRD# 5714946) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 14 years of experience in the finance industry.
Brent Rehm (CRD# 1793599) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 36 years of experience in the finance industry.
Randall Simkins (CRD# 2865310) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Helena, MT and has over 27 years of experience in the finance industry.