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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
Jack Monteith (CRD# 2279282) is an Investment Advisor Representative working at Monteith Wealth in Bozeman, MT and has over 31 years of experience in the finance industry. Jack Monteith 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.
Mike Monteith (CRD# 6814440) is an Investment Advisor Representative working at Monteith Wealth in Bozeman, MT and has over 6 years of experience in the finance industry. Mike Monteith 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.
Leisl Mooer (CRD# 6243082) is an Investment Advisor Representative working at Eagle Strategies LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
Robert Moore (CRD# 6010619) is an Investment Advisor Representative working at Xypn Invest in Bozeman, MT and has over 12 years of experience in the finance industry. Robert Moore 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.
Kris Moos (CRD# 4317986) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bozeman, MT and has over 22 years of experience in the finance industry.
Jack Murray (CRD# 4070802) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 24 years of experience in the finance industry.
Christopher Nolt (CRD# 2243649) is an Investment Advisor Representative working at Solid Rock Wealth Management in Bozeman, MT and has over 31 years of experience in the finance industry.
Carl Nystuen (CRD# 5934123) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 12 years of experience in the finance industry. Carl Nystuen 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.
Afton O'meara (CRD# 6046766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 9 years of experience in the finance industry. Afton O'meara 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.
Nicholas Obie (CRD# 5900398) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bozeman, MT and has over 12 years of experience in the finance industry.