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Advisors near 59230
Out of 400,000+ nationwide
Gage L
CFP®, Series 65
Glasgow, MT
Brooklyn FI, LLC
Gage Legare is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.
Arron F
CFP®, Series 66
Glasgow, MT
Edward Jones
Keil K
Series 66
Glasgow, MT
Edward Jones
Sam B
Series 66
Glasgow, MT
LPL Financial
Sam Brelje is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Bryan K
Series 66
Glasgow, MT
Edward Jones
Bethanie K
CFP®, ChFC®, Series 66
Glasgow, MT
Edward Jones
Laurel F
Series 66
Glasgow, MT
LPL Financial
Laurel Fewer is a Series 66-registered financial advisor with LPL Financial in Glasgow, MT, and has five years of industry experience. Her career includes roles at LPL Financial, First State Bank of Shelby, Hewlett Packard Inc., and teaching at Boise State University’s College of Business and Economics. Outside of her advisory work, she volunteers as a coach for Glasgow Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Gary W
Series 63, Series 65
Glasgow, MT
LPL Financial
Gary Wageman is a financial advisor with LPL Financial in Scobey, MT, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with LPL Financial since 1991. Outside of his advisory role, he is involved with the Glasgow High School Track Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Madelyn D
Series 66
Glasgow, MT
Edward Jones
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Advisors near 59230
Out of 400,000+ nationwide