Advisor at MSH Capital Advisors 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
MSH Capital Advisors LLC
Location
Billings, MT 59101
Credentials
Series 63, Series 65
Industry experience
41 years
Gary Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Buchanan Capital Inc., M.S. Howells & Co., and Prospera Financial. Buchanan serves as an advisory board member for the Maureen and Mike Mansfield Center and has been involved in local political activities, including a campaign for Montana’s 2nd congressional district. MSH Capital Advisors LLC is an SEC-registered advisory firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and governmental entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.
Based on MSH Capital Advisors LLC
Based on MSH Capital Advisors LLC
Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.
Up to 2.50% annually (negotiated client-by-client basis, maximum fee)
Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.
Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.
Account minimum: $5,000
490 N 31 St Street, Suite 240
Billings, MT 59101
Montana
Buchanan Capital Inc.
2017 - Present (9 years)
M.S. Howells & Co.
2017 - Present (9 years)
MSH Capital Advisors LLC
2017 - Present (9 years)
Prospera Financial
2006 - 2017 (11 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:
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Billings, MT
Optima Capital Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Alchemy Wealth Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Stafford Financial
Series 66
Billings, MT
Stafford Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")