Arron Franzen

Advisor at Edward Jones

Updated today

Location

Glasgow, MT 59230

Credentials

CFP®, Series 66

Industry experience

4 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Location

54231 Us Highway 2

Glasgow, MT 59230

Most active in

Montana · Texas

Work history

Edward Jones

2021 - Present (5 years)

Montana Officials Association

2014 - Present (12 years)

Frances Mahon Deaconess Hospital

2013 - 2016 (3 years)

First Community Bank

2009 - 2021 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Gage L

CFP®, Series 65

Glasgow, MT

Brooklyn FI, LLC

Gage Legare is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.

Passive / index investing College savings (529s, UTMA, etc.) Wealth management

Keil K

Series 66

Glasgow, MT

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
user avatar

Sam B

Series 66

Glasgow, MT

LPL Financial

Sam Brelje is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Bryan K

Series 66

Glasgow, MT

Edward Jones

General retirement planning

Bethanie K

CFP®, ChFC®, Series 66

Glasgow, MT

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar

Laurel F

Series 66

Glasgow, MT

LPL Financial

Laurel Fewer is a Series 66-registered financial advisor with LPL Financial in Glasgow, MT, and has five years of industry experience. Her career includes roles at LPL Financial, First State Bank of Shelby, Hewlett Packard Inc., and teaching at Boise State University’s College of Business and Economics. Outside of her advisory work, she volunteers as a coach for Glasgow Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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