Advisor at Yellowstone Investment Planners, Inc.
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
Yellowstone Investment Planners, Inc.
Location
Bozemand, MT
Credentials
Series 63, Series 65
Industry experience
27 years
Virginia Arnold is a financial advisor at Yellowstone Investment Planners, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Yellowstone Investment Planners since 2005 and Piper Jaffray Inc. since 1997. Yellowstone Investment Planners is an independent, single-advisor firm that manages discretionary and primarily non-discretionary portfolios for individuals, trusts, and estates. The firm emphasizes client-approved trading and incorporates non-traditional partnership interests in portfolios, using asset-allocation models and fundamental research across multiple asset classes.
Based on Yellowstone Investment Planners, Inc.
$0 - $500,000: 1.10% (Discretionary accounts) $0 - $500,000: 1.00% (Non-discretionary accounts) $500,000 - $2,000,000: 1.00% (Discretionary and Non-discretionary accounts) $2,000,000+: 0.75% (Discretionary and Non-discretionary accounts)
Fee-only: Advisory fees based on assets under management; no commissions or sales loads.
Bozemand, MT
Montana
Yellowstone Investment Planners, Inc.
2005 - Present (21 years)
Piper Jaffray Inc.
1997 - Present (29 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:
Other specialized services
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Is not 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.
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.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 66
Bozeman, MT
JCG Advisory Group, LLC
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