Missoula, MT Investment Services and Brokers

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

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

(406) 543-8244

Member Since: 2004

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Edward Jones

1517 South Reserve Street, Suite 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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D.A. Davidson & Co.- Jim Benson

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

(406) 543-8244

Member Since: 2004

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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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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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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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UBS Financial Services Inc.

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

Joseph Hertig

(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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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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Glacier Wealth Management

210 N Higgins Avenue
Suite 200
Missoula, MT 59802

Jamison Banna

(406) 327-0112

Member Since: 2006

Our goal is to positively impact and make a significant difference in your life. You are not “just” a client, you are family. Whether your goals are personal and/or professional, we are here to guide and assist you in achieving success.

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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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Stockman Wealth Management

321 West Broadway
Missoula, MT 59802

Jessica Neuman

(406) 258-1450

Member Since: 2018

Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp. SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in f

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D.A. Davidson & Co.- Sydney Stabio

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

(406) 543-8244

Member Since: 2008

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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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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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Level Up Financial Coaching

2329 Aspen Grv
Missoula, MT 59801

Joe Maddux

(720) 255-1006

Member Since: 2021

A Money Coach is for anyone who doesn't feel 100% confident with their spending. We help you remove the stress that comes with credit cards, student loans, and bills piling up. Save for your goals, like a home down payment, and grow your wealth fast!

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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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Tim Unger Agency - Farm Bureau Financial Services

2813 Connery Way
Missoula, MT 59808 1922

Tim Unger

(406) 728-6811

Member Since: 2022

Our team is a group of professionals with a common goal. We are committed to serving your insurance ad financial service needs so you can protect what is most important to you - your home, family, vehicles, and financial future. Serving Missoula, Deer

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Charles Schwab - Missoula

741 S Higgins Ave, Suite B
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