Apex Advisory Services, Inc.

Apex Advisory Services, Inc. (CRD# 120503) is a financial advisory firm headquartered in Billings, MT. They manage $39,950,489 in 474 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $84,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, TX

Financial Advisors at Apex Advisory Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael R. Devous
CRD#: 4449604
1601 Lewis Avenue, Suite 102, Billings, MT 59102
93
Wealthminder
score

Michael Devous (CRD# 4449604) is an Investment Advisor Representative working at Apex Advisory Services, Inc. in Billings, MT and has over 15 years of experience in the finance industry.

2
Charlotte R. Peterson
CRD#: 5728600
1601 Lewis Ave Ste 102, Billings, MT 59102
93
Wealthminder
score

Charlotte Peterson (CRD# 5728600) is an Investment Advisor Representative working at Apex Advisory Services, Inc. in Billings, MT and has over 6 years of experience in the finance industry.

3
Michael G. Wendlandt
CRD#: 1933263
1601 Lewis Avenue , Suite 102, Billings, MT 59102
93
Wealthminder
score

Michael Wendlandt (CRD# 1933263) is an Investment Advisor Representative working at Apex Advisory Services, Inc. in Billings, MT and has over 27 years of experience in the finance industry.

4
Paul E. Reinker
CRD#: 4039657
1601 Lewis Avenue, Suite 102, Billings, MT 59102
83
Wealthminder
score

Paul Reinker (CRD# 4039657) is an Investment Advisor Representative working at Apex Advisory Services, Inc. in Billings, MT and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.