Edward Rainford
Advisor at GlacierWealth
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.
Firm
GlacierWealth
Location
Whitefish, MT 59937
Credentials
Series 63, Series 65
Industry experience
23 years
About
Edward Rainford is the sole advisor at GlacierWealth, an independent investment advisory firm based in Whitefish, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 22 years with GlacierWealth. GlacierWealth provides discretionary and non-discretionary investment management and integrated financial planning primarily for individual clients, while also serving charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a Risk Tolerance Assessment to guide investment policy and applies a combination of asset allocation, fundamental, technical, and quantitative analysis in managing client portfolios.
Fee options
Flat fees charged per quarter for other consulting services, if agreed upon.
$0 - $1,000,000: 2.00% $1,000,001+: 1.00%
Account minimum: $1,000,000 Fee-only: Fee-only compensation based on assets under management; no commissions charged.
Location
643 Denver St, Ste 100
Whitefish, MT 59937
Most active in
Edward R has reported serving >5 clients in these states in the last 12 months.
Idaho · Montana · Oregon · Texas
Work history
Glacierwealth, Inc.
2004 - Present (22 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFA®, Series 63
Whitefish, MT
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Kristin H
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Alfred M
Series 63, Series 65
Whitefish, MT
Main Line Retirement Advisors, LLC
Andrew C
Series 65
Whitefish, MT
Piedmont Capital Management, LLC
Zachary M
CFP®, Series 65
Whitefish, MT
Main Line Retirement Advisors, LLC
Thomas S
CFP®, Series 66
Whitefish, MT
Piedmont Capital Management, LLC
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