Jordahl & Sliter Wealth Management Group, LLC

Jordahl & Sliter Wealth Management Group, LLC (CRD# 118867) is a financial advisory firm headquartered in Kalispell, MT. They manage $48,149,934 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $284,911
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
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

Financial Advisors at Jordahl & Sliter Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Michael Knopik
CRD#: 4980586
2 Sunset Plaza, Kalispell, MT 59901
93
Wealthminder
score

John Michael Knopik (CRD# 4980586) is an Investment Advisor Representative working at Jordahl & Sliter Wealth Management Group, LLC in Kalispell, MT and has over 11 years of experience in the finance industry.

2
David J. Schultz
CRD#: 4561789
2 Sunset Plaza, Kalispell, MT 59901
93
Wealthminder
score

David Schultz (CRD# 4561789) is an Investment Advisor Representative working at Jordahl & Sliter Wealth Management Group, LLC in Kalispell, MT and has over 16 years of experience in the finance industry.

3
Kari A. Brown
CRD#: 5947079
2 Sunset Plaza, Kalispell, MT 59901
90
Wealthminder
score

Kari Brown (CRD# 5947079) is an Investment Advisor Representative working at Jordahl & Sliter Wealth Management Group, LLC in Kalispell, MT and has over 5 years of experience in the finance industry.

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