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Advisors near 59715

Out of 400,000+ nationwide

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Gary W

Series 65

Bozeman, MT

Watson House Investment Management, LLC

Options & derivatives strategies Private / alternative investments
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Christopher N

Series 63, Series 66

Bozeman, MT

Solid Rock Wealth Management

Real estate investing Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Frederick M

CFA®, Series 65

Bozeman, MT

Group W Investment Management LLC

Active portfolio management Tax-loss harvesting
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Brenda D

Series 63, Series 65

Bozeman, MT

Montana Investment Advisors Inc

Active portfolio management Income planning
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Timothy R

CFA®

Bozeman, MT

Arkell Asset Management, LLC

General tax planning Cash flow / budgeting
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Virginia A

Series 63, Series 65

Bozemand, MT

Yellowstone Investment Planners, Inc.

Passive / index investing Real estate investing
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Jon G

Series 66

Bozeman, MT

JCG Advisory Group, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Tax-loss harvesting Founder/Business Owner Executive
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Andrew S

CFA®, Series 63

Bozeman, MT

Quarterpoint

Active portfolio management Concentrated stock management
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Sarah F

CFP®, Series 65

Bozeman, MT

Northfork Advisors

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Brock S

Series 66

Bozeman, MT

Blackmore Financial Solutions

Active portfolio management Stock option exercise strategy Disability insurance Divorce financial planning Business exit / sale strategy Founder/Business Owner
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