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Distance Only Missoula, MT
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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
Mark Lopez (CRD# 1128966) is an Investment Advisor Representative working at Avantax Advisory Services in Missoula, MT and has over 40 years of experience in the finance industry.
Jared Losing (CRD# 3263679) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Missoula, MT and has over 24 years of experience in the finance industry. Jared Losing 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.
Bruce Madsen (CRD# 1989171) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 34 years of experience in the finance industry.
Alice Marquardt (CRD# 5737797) is an Investment Advisor Representative working at Wells Fargo Advisors in Missoula, MT and has over 13 years of experience in the finance industry. Alice Marquardt 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.
Richard Marshall (CRD# 2453550) is an Investment Advisor Representative working at Stewart & Associates in Missoula, MT and has over 22 years of experience in the finance industry. Richard Marshall 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.
Anna Martello (CRD# 2106721) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 33 years of experience in the finance industry.
John McFarland (CRD# 5136869) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 17 years of experience in the finance industry.
Rachael Morawski (CRD# 3085995) is an Investment Advisor Representative working at Edward Jones in Missoula, MT and has over 25 years of experience in the finance industry.
Chester Morris (CRD# 2558025) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Missoula, MT and has over 29 years of experience in the finance industry.
Josiah Nelson (CRD# 5601110) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Missoula, MT and has over 13 years of experience in the finance industry.