Yellowstone Partners

Yellowstone Partners (CRD# 137236) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $861,994,434 in 3,072 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    862
    MILLION
  • Total Number of Accounts
    3,072
    ACCOUNTS
  • Average Account Value
    $280,597
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
  • Publication of periodicals or newsletters
  • 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, KY, MD, MT, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WV

Financial Advisors at Yellowstone Partners
Showing 1 - 10 of 20 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 14 years of experience in the finance industry.

2
Richard K. Baird
CRD#: 725907
1901 Prospector Ave, Park City, UT 84098
96
Wealthminder
score

Richard Baird (CRD# 725907) is an Investment Advisor Representative working at Yellowstone Partners in Park City, UT and has over 20 years of experience in the finance industry.

3
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 31 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.

4
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 22 years of experience in the finance industry.

5
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 10 years of experience in the finance industry.

6
Bradley J. Christensen
CRD#: 5242920
3340 Merlin Drive, Ste. 100, Idaho Falls, ID 83404
93
Wealthminder
score

Bradley Christensen (CRD# 5242920) is an Investment Advisor Representative working at Yellowstone Partners in Idaho Falls, ID and has over 10 years of experience in the finance industry.

7
Kevin M. Donovan
CRD#: 3073452
800 W. Main Street, Suite 1426, Boise, ID 83702
93
Wealthminder
score

Kevin Donovan (CRD# 3073452) is an Investment Advisor Representative working at Yellowstone Partners in Boise, ID and has over 17 years of experience in the finance industry.

8
Barbara E. Faulkner
CRD#: 2351284
Federal Way, WA
93
Wealthminder
score

Barbara Faulkner (CRD# 2351284) is an Investment Advisor Representative working at Yellowstone Partners in Federal Way, WA and has over 23 years of experience in the finance industry.

9
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 16 years of experience in the finance industry.

10
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 10 years of experience in the finance industry.

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