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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
John Knopik (CRD# 4980586) is an Investment Advisor Representative working at Ascent Wealth Management in Kalispell, MT and has over 18 years of experience in the finance industry. John Knopik 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.
Jonathan Lowry (CRD# 5650420) is an Investment Advisor Representative working at Lpl Financial LLC in Kalispell, MT and has over 14 years of experience in the finance industry.
Jean Luckey (CRD# 1069987) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kalispell, MT and has over 35 years of experience in the finance industry.
Leslie Mercord (CRD# 4026523) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 24 years of experience in the finance industry.
Tary Middlesworth (CRD# 4766017) is an Investment Advisor Representative working at Entrusted Wealth in Kalispell, MT and has over 19 years of experience in the finance industry. Tary Middlesworth 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 Miller (CRD# 2409055) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Polson, MT and has over 30 years of experience in the finance industry.
William Parson (CRD# 3108574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kalispell, MT and has over 25 years of experience in the finance industry.
Ronald Phillis (CRD# 2931332) is an Investment Advisor Representative working at Ivernia Capital, LLC in Bigfork, MT and has over 13 years of experience in the finance industry.
David Rensvold (CRD# 2516863) is an Investment Advisor Representative working at Lpl Financial LLC in Polson, MT and has over 29 years of experience in the finance industry.
Ben Reppond (CRD# 6308084) is an Investment Advisor Representative working at Reppond Investments, Inc. in Bigfork, MT and has over 10 years of experience in the finance industry.