Darrell Reese
Advisor at LPL Financial
Updated today
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.
Location
Hamilton, MT 59840
Credentials
Series 63, Series 65
Industry experience
27 years
About
Darrell Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has previously worked with Raymond James Financial Services and currently operates Reese & Associates LLC alongside his role at Sagemont Investment Group. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that provides model portfolios and multiple investment delivery options tailored to client needs.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
100 W Main St Ste A
Hamilton, MT 59840
Most active in
Darrell R has reported serving >5 clients in these states in the last 12 months.
Montana · Texas
Work history
LPL Financial
2022 - Present (4 years)
Sagemont Investment Group
2015 - Present (11 years)
Reese & Associates Llc
2015 - Present (11 years)
Raymond James Financial Services Advisors Inc.
2014 - 2022 (8 years)
Raymond James Financial Services
2014 - 2022 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Catherine K
CFP®, Series 66
Hamilton, MT
Kipling & Co.
Catherine Kipling is a CFP® professional with 20 years of industry experience. She founded and has operated Kipling & Co. since 2015, serving clients from Hamilton, MT. Kipling & Co. is an independent, fee-only firm serving individual households and small businesses with financial planning and portfolio management focused on retirement, insurance, tax planning, and estate considerations. The firm emphasizes tailored advice through client conversations, minimal trading, and low-cost securities, and it does not accept commissions or sell investment products.
Janet A
CFP®, Series 63, Series 65, Series 66
Hamilton, MT
Focus Partners Wealth, LLC
Janet Acheatel is a CFP® professional with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has held positions at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse clientele, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach focused on tax- and fee-sensitivity within an enhanced open architecture framework that integrates various active and passive strategies.
Willa L
Series 63, Series 65
Hamilton, MT
Edward Jones
Samuel S
Series 66
Hamilton, MT
LPL Financial
Samuel Sharples is a financial advisor with LPL Financial in Hamilton, Montana, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Allegis Advisor Group / Cason Group as a financial producer. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.
Joshua L
Series 66
Hamilton, MT
Edward Jones
Michael T
Series 63, Series 66
Hamilton, MT
Ameriprise
Michael Thomas Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Thomas Capital Management, LLC, and Cambridge Investment Research. Outside of his advisory work, he participates in the Amazon Vine program as a product reviewer. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
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