Missoula, MT Investment Services and Brokers

Wells Fargo Advisors, LLC

350 Ryman Ste 200
Missoula, MT 59802 4256

Branch Manager

(406) 721-4510

Member Since: 1979

Our team of Wells Fargo Advisor financial advisors can provide a full range of financial products and services, from selecting individual investments to developing a retirement plan.

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Will Johnson and Associates - Farm Bureau Financial Services

2813 Connery Way
Missoula, MT 59808 1922

Will Johnson

(406) 728-6811

Member Since: 2006

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D.A. Davidson & Co.- Mark Nicholson

283 W. Front St. Ste 101
Missoula, MT 59802

(406) 543-8244

Member Since: 2004

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Edward Jones

1200 S. Reserve St. Ste E
Missoula, MT 59801 1307

Bobby Smith

(406) 542-9877

Member Since: 2015

Our clients are serious investors. They aren't interested in gambling with their money, and would rather interact with an actual person instead of a call center.

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UBS Financial Services Inc. - WSJ Group

100 Railroad St. W. Ste 103
Missoula, MT 59802 4291

David Slote

(406) 329-4540

Member Since: 2009

UBS is a leading global wealth manager, a leading global investment banking and securities firm, and one of the largest global asset managers.

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Edward Jones

1821 South Ave West Ste 102
Missoula, MT 59801

Susan Colyer

(406) 549-9340

Member Since: 2013

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term.

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S.G. Long Financial

283 W. Front Ste 302
Missoula, MT 59802 4328

Josh Eder

(406) 721-0999

Member Since: 2004

SG Long is a locally owned financial services firm offering advisory services to clients nationwide. We focus on assisting our clients with a variety of financial planning needs.

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Bradley Cederberg, CFP(R), CWS(R) - D.A. Davidson & Co.

283 W. Front St.
Missoula, MT 59801

(406) 543-8244

Member Since: 2006

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Ramos/Price Wealth Management

1014 South Ave. W.
Suite A
Missoula, MT 59801

Jesse Ramos

(406) 728-6699

Member Since: 2020

Elevate your financial experience with WestPac Wealth Partners.

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D.A. Davidson & Co.- Timothy Kato

283 W. Front St. Ste 101
Missoula, MT 59802

(406) 543-8244

Member Since: 2004

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D.A. Davidson & Co. - Frank D'Angelo

283 W. Front St. Ste 101
Missoula, MT 59807

Frank D'Angelo, CFP

(406) 543-8244

Member Since: 1973

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Glacier Wealth Management

210 N Higgins Avenue
Suite 200
Missoula, MT 59802

(406) 327-0112

Member Since: 2006

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S.G. Long and Company - Dave Peppenger

283 W. Front St. Ste 302
Missoula, MT 59802

Dave Peppenger

(406) 721-0999

Member Since: 2016

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D.A. Davidson & Co.- Bruce Madsen

283 W. Front St. Ste 101
Missoula, MT 59802

(406) 543-8244

Member Since: 2004

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D.A. Davidson & Co. - Ray Round

283 W. Front St. Ste 101
Missoula, MT 59802

(406) 329-4013

Member Since: 2004

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Granite Peak Wealth Advisors

2615 Connery Way
Missoula, MT 59808 4347

Jared Losing

(406) 541-2100

Member Since: 2001

Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.

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Northwestern Mutual

1724 Fairview Ave. Ste A
Missoula, MT 59801 8522

Grant Winn

(406) 721-2400

Member Since: 2007

Since 1857, Northwestern Mutual has consistently focused on one ambition: to do the right thing for the people who put their trust in us. We exist to help our clients manage financial risk and achieve financial security through our insurance and inv

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RichGroff.com

24654 N. Lake Pleasant Prkwy
#103-415
Peoria, AZ 85383

Rich Groff

(406) 221-3606

Member Since: 2018

Proactive Investment & Financial Planning Throughout The United States

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D.A. Davidson & Co.- Cynthia Fritch, CFP®, CWS®

283 W. Front St. Ste 101
Missoula, MT 59802

(406) 543-8244

Member Since: 2004

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Northwestern Mutual - Missoula -Mike Kruger

1724 Fairview Ave. Ste A
Missoula, MT 59801 8522

(406) 541-7329

Member Since: 2007

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Merrill Lynch

330 N. Higgins Ave.
Missoula, MT 59802

Kimberly Roth

(406) 829-2440

Member Since: 1995

At the Missoula Branch Office of Merrill Lynch, our investment professionals and support staff are qualified in every facet of investment, financial strategies, retirement plans and estate planning issues.

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Northwestern Mutual Financial Network - Justin Meier

1724 Fairview Ave. Ste A
Missoula, MT 59801

(406) 721-2400

Member Since: 2009

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Charles Schwab - Missoula

Missoula, MT 59801

Casey Herron

406-214-3355

Member Since: 2021

Charles Schwab, one of the largest full-service investment services firms in the country, recently opened the doors to a new independent branch in Missoula, MT that offers investors local access to a range of investing, wealth management and personal

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RBC Wealth Management

125 Bank St. Ste 700
Missoula, MT 59802 4424

Josh Gimpelson

(406) 728-0035

Member Since: 2007

A nearly century old investment firm, RBC Dain Rauscher is one of the nation's largest full-service investment firms serving individual investors and businesses through offices coast to coast.

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Stockman Wealth Management