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
Red Lodge, MT 59068
Credentials
Series 65, Series 66
Industry experience
23 years
Todd Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Buchanan Capital Inc. and Prospera Financial. Buchanan serves on the Montana Board of Regents, which governs higher education in the state, and is a board member of Beartooth Billings Clinic. MSH Capital Advisors LLC manages approximately $1.09 billion and offers portfolio management, retirement plan consulting, financial planning, and securities-based lending to individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of investment strategies and works with qualified custodians, sharing advisory fees with its investment adviser representatives and third-party managers where applicable.
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
107 12 Th St West
Red Lodge, MT 59068
Montana
Buchanan Capital Inc
2023 - Present (3 years)
MSH Capital Advisors LLC
2017 - Present (9 years)
M.S. Howells & Co.
2017 - Present (9 years)
Buchanan Capital Inc.
2017 - 2023 (6 years)
Prospera Financial
2006 - 2017 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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