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Advisors near 59722
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James W
PFSâ„¢, Series 63
Deer Lodge, MT
James C Wangerin, CPA/PFS
James Wangerin is the sole advisor at James C Wangerin, CPA/PFS, an independent firm. He holds the PFSâ„¢ and Series 63 designations and has over two decades of experience, including roles at his own CPA and registered investment adviser firms. He is also a partner in an accounting firm that focuses on tax preparation and resolution. The firm provides fee-based portfolio management services to individuals, small businesses, and non-profits, using custodians such as Betterment for Advisors and Interactive Brokers. It offers both discretionary and non-discretionary investment management, incorporating a range of securities including ETFs, mutual funds, stocks, bonds, and options.
Dwight O
Series 63
Deer Lodge, MT
Osaic Advisory Services, LLC
Dwight O'Hara is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Cetera Advisors LLC. O'Hara serves as a director of the Kohrs Library Foundation, where he manages an investment portfolio, and is also a director for the Foundation for the Diocese of Helena. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, and consulting services through a representative-driven advisory model.
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Advisors near 59722
Out of 400,000+ nationwide