Holmes & Turner Financial Services, Inc.

Holmes & Turner Financial Services, Inc. (CRD# 113553) is a financial advisory firm headquartered in Bozeman, MT. They manage $73,788,737 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1283 N 14th Ave, Ste 201, Bozeman, MT 59715
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $922,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CO, MT

Financial Advisors at Holmes & Turner Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard Chin, financial advisor Bozeman MT
Richard H. Chin
CRD#: 4710762
300 North Willson , Suite 3005, Bozeman, MT 59715

Richard Chin (CRD# 4710762) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Bozeman, MT and has over 17 years of experience in the finance industry.

2
David Turner, financial advisor Denver CO
David J. Turner
CRD#: 2233405
1401 17th Street, Suite 1560, Denver, CO 80202

David Turner (CRD# 2233405) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Denver, CO and has over 29 years of experience in the finance industry. David Turner 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.

3
John Vansant, financial advisor Bozeman MT
John J. Vansant
CRD#: 4584363
1283 N 14th Ave, Ste 201, Bozeman, MT 59715

John Vansant (CRD# 4584363) is an Investment Advisor Representative working at Holmes & Turner Financial Services, Inc. in Bozeman, MT and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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