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Missoula, MT Investment Services and Brokers
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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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WestPac Wealth Partners
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1014 South Ave. W.
Missoula
,
MT
59801
Brian Salonen
(406) 239-3061
Member Since: 2019
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D.A. Davidson & Co.- Paul Eichwald, CWS
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
(406) 543-8244
Member Since: 2004
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Misti Svoboda - State Farm Insurance
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202 West Spruce Street
Missoula
,
MT
59802
Misti Svoboda
(406) 552-0730
Member Since: 2020
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RichGroff.com
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50242 US HWY 93
Suite #7
Polson
,
MT
59860
Rich Groff
(406) 221-3606
Member Since: 2018
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Edward Jones - Bobby Smith, Financial Advisor
_
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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D.A. Davidson & Co. - Frank D'Angelo
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283 W. Front St. Ste 101
Missoula
,
MT
59807
(406) 543-8244
Member Since: 1973
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S.G. Long Financial
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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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Banna Financial Advisors
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1821 South Ave W., Suite 501
Missoula
,
MT
59801
(406) 327-0112
Member Since: 2006
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D.A. Davidson & Co.- Cynthia Fritch, CFP®, CWS®
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283 W. Front St. Ste 101
Missoula
,
MT
59802
(406) 543-8244
Member Since: 2004
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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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UBS Financial Services Inc. - WSJ Group
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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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Stockman Wealth Management
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321 West Broadway
Missoula
,
MT
59802
(406) 258-1450
Member Since: 2018
Stockman Wealth Management is a federally Registered Investment Adviser.
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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.- Jim Benson
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
(406) 543-8244
Member Since: 2004
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Merrill Lynch
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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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Ramos/Price Wealth Management
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1014 South Ave. W.
Suite A
Missoula
,
MT
59801
Jesse Ramos
(406) 728-6699
Member Since: 2020
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Edward Jones - Susan Colyer, Financial Advisor
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1821 South Ave. W. 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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Northwestern Mutual
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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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Northwestern Mutual - Missoula -Mike Kruger
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1724 Fairview Ave. Ste A
Missoula
,
MT
59801 8522
(406) 541-7329
Member Since: 2007
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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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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.- Mark Nicholson
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
(406) 543-8244
Member Since: 2004
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D.A. Davidson & Co.- Sydney Carlino
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
(406) 543-8244
Member Since: 2008
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Bradley Cederberg, CFP(R), CWS(R) - D.A. Davidson & Co.
_
283 W. Front St.
Butte
,
MT
59701
(406) 543-8244
Member Since: 2006
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Ameriprise Financial- Jared L. Losing & Associates, A financial advisory practice
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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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D.A. Davidson & Co. - Ray Round
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283 W. Front St. Ste 101
Missoula
,
MT
59802
(406) 329-4013
Member Since: 2004
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RBC Wealth Management
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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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Northwestern Mutual Financial Network - Justin Meier
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1724 Fairview Ave. Ste A
Missoula
,
MT
59801
(406) 721-2400
Member Since: 2009
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