Penner Financial LLC

Penner Financial LLC (CRD# 134981) is a financial advisory firm headquartered in Helena, MT. They manage $1,500,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.


Financial Advisors at Penner Financial LLC
Showing 1 - 1 of 1 top financial advisors.
James R. Penner
CRD#: 4950421
1601 Highland, Helena, MT 59601

James Penner (CRD# 4950421) is an Investment Advisor Representative working at Penner Financial LLC in Helena, MT and has 1 year of experience in the finance industry.

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