Advisor at Continuum Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Continuum Advisory, LLC
Location
Bozeman, MT 59718
Credentials
ChFC®, Series 63, Series 65
Industry experience
26 years
Andrew Eakin is a financial advisor with Continuum Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, with prior roles at Osaic Wealth, Inc., Triad Advisors, Inc., Signator Investors, Inc., Wealth Management Associates, and Transamerica Financial Advisors, Inc. He serves as executor and successor trustee of his parents' estate and is a limited partner in a longstanding family limited partnership that receives royalties from mining operations. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm provides financial planning, consulting, and portfolio management through independent advisors, utilizing a variety of investment vehicles and offering institutional retirement plan consulting with ERISA fiduciary services.
Based on Continuum Advisory, LLC
Based on Continuum Advisory, LLC
Initial financial planning fees may be charged as flat fees, negotiable and vary by Advisor and engagement.
up to 2.95% annually (tiered structure, negotiable, typical range 0.00% to 2.95%)
Certain Advisors offer securities brokerage services and insurance products under separate commission-based arrangements.
Hourly charges may apply for financial planning and consulting services, negotiable and vary by Advisor.
Fee-only: Financial planning and consulting fees negotiable; initial planning fees and ongoing periodic fees vary by scope and complexity; retirement plan consulting fees range from fixed fee up to $40,000 or ongoing asset-based fee 0.15% to 1.00% annually.
161 W Haley Springs Rd, Ste #104
Bozeman, MT 59718
California · Montana
OSAIC
2024 - Present (2 years)
Triad Advisors, Inc
2017 - 2024 (7 years)
Signator Investors, Inc.
2016 - 2017 (1 year)
Wealth Management Associates
2011 - Present (15 years)
Transamerica Financial Advisors, Inc
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
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