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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
Stephen Stumbo (CRD# 6533402) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 8 years of experience in the finance industry.
Andrew Sullivan (CRD# 4227777) is an Investment Advisor Representative working at Quarterpoint in Bozeman, MT and has over 23 years of experience in the finance industry.
Kelly Swanson (CRD# 5546060) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 15 years of experience in the finance industry.
Johnathan Taylor (CRD# 6540823) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 8 years of experience in the finance industry.
Edward Tompkins (CRD# 2310216) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bozeman, MT and has over 31 years of experience in the finance industry. Edward Tompkins 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.
Charles Tonkin (CRD# 4183464) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bozeman, MT and has over 23 years of experience in the finance industry.
Rosa Valencia (CRD# 4204112) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 23 years of experience in the finance industry.
Karla Wastcoat (CRD# 2705393) 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.
Daniel Watnee (CRD# 5016087) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 18 years of experience in the finance industry.
Robert Watson (CRD# 2163449) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 32 years of experience in the finance industry. Robert Watson 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.