Yellowstone Partners

Yellowstone Partners (CRD# 137236) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $813,583,346 in 2,876 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    814
    MILLION
  • Total Number of Accounts
    2,876
    ACCOUNTS
  • Average Account Value
    $282,887
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, ID, IL, MT, NV, NY, OH, OR, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Yellowstone Partners
Showing 1 - 10 of 14 top financial advisors.
1
Mark L. Anderson
CRD#: 1527874
2150 S. 1300 E, Suite 110, Salt Lake City, UT 84106
96
Wealthminder
score

Mark Anderson (CRD# 1527874) is an Investment Advisor Representative working at Yellowstone Partners in Salt Lake City, UT and has over 15 years of experience in the finance industry.

2
Gordon W. Carpenter
CRD#: 1320524
6500 S Quebec, Ste. 330, Greenwood Village, CO 80111
96
Wealthminder
score

Gordon Carpenter (CRD# 1320524) is an Investment Advisor Representative working at Yellowstone Partners in Greenwood Village, CO and has over 33 years of experience in the finance industry. Gordon Carpenter 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
Sterling E. Russell
CRD#: 1338468
465 W. Main, Boise, ID 83702
96
Wealthminder
score

Sterling Russell (CRD# 1338468) is an Investment Advisor Representative working at Yellowstone Partners in Boise, ID and has over 24 years of experience in the finance industry.

4
Brock B. Bowden
CRD#: 5010163
2150 South 1300 East, Ste. 110, Salt Lake City, UT 84106
93
Wealthminder
score

Brock Bowden (CRD# 5010163) is an Investment Advisor Representative working at Yellowstone Partners in Salt Lake City, UT and has over 12 years of experience in the finance industry.

5
Laura A. Evans
CRD#: 4135757
2150 South 1300 East, Ste. 110, Salt Lake City, UT 84106
93
Wealthminder
score

Laura Evans (CRD# 4135757) is an Investment Advisor Representative working at Yellowstone Partners in Salt Lake City, UT and has over 13 years of experience in the finance industry.

6
Justin B. Hardesty
CRD#: 2937666
6464 Corrine Dr. Nw, Canton, OH 44718
93
Wealthminder
score

Justin Hardesty (CRD# 2937666) is an Investment Advisor Representative working at Yellowstone Partners in Canton, OH and has over 18 years of experience in the finance industry.

7
Cameron G. High
CRD#: 4973249
3340 Merlin Drive, Ste. 100, Idaho Falls, ID 83404
93
Wealthminder
score

Cameron High (CRD# 4973249) is an Investment Advisor Representative working at Yellowstone Partners in Idaho Falls, ID and has over 11 years of experience in the finance industry.

8
Mark S. Johnson
CRD#: 2425957
2150 South 1300 East, Suite 110, Salt Lake City, UT 84106
93
Wealthminder
score

Mark Johnson (CRD# 2425957) is an Investment Advisor Representative working at Yellowstone Partners in Salt Lake City, UT and has over 24 years of experience in the finance industry.

9
Charles S. Sera
CRD#: 6107850
3134 N. Swan Rd, Tucson, AZ 85712
93
Wealthminder
score

Charles Sera (CRD# 6107850) is an Investment Advisor Representative working at Yellowstone Partners in Tucson, AZ and has over 5 years of experience in the finance industry.

10
Matthew R. Hansen
CRD#: 5292258
3340 Merlin Drive, Ste. 100, Idaho Falls, ID 83404
90
Wealthminder
score

Matthew Hansen (CRD# 5292258) is an Investment Advisor Representative working at Yellowstone Partners in Idaho Falls, ID and has over 3 years of experience in the finance industry.

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