Advisor at Expand Financial Group, 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
Expand Financial Group, LLC
Location
Bozeman, MT 59715
Credentials
Series 66
Industry experience
8 years
Michael Gammill is a financial advisor with Expand Financial Group, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Expand Financial Group since 2018 and previously spent five years at Auxano and one year at Thrivent Financial. Outside of his advisory role, he serves as Lead Navigator for Auxano Consulting, providing consulting services to churches and their leadership teams. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for about 289 clients. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management combined with financial planning, and advice on held-away assets, using a range of investment strategies and serving both individual and institutional clients.
Based on Expand Financial Group, LLC
Financial planning flat fees range from $500 to $10,000, based on hourly rate and estimated hours
$0+: 1.50% annually (Asset Management service, negotiable) $0+: 1.75% annually (Comprehensive Portfolio Management service, negotiable)
Up to $350 per hour for financial consulting services
Retainer basis fees paid monthly, quarterly, or bi-annually based on estimated hours times hourly fee
3256 Gardenbrook Lane
Bozeman, MT 59715
Montana
Expand Financial Group, LLC
2018 - Present (8 years)
Auxano
2018 - Present (8 years)
Thrivent Financial
2017 - 2018 (1 year)
Auxano
2012 - 2017 (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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
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Solid Rock Wealth Management
CFA®, Series 65
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Group W Investment Management LLC
Series 63, Series 65
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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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