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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Paul S. Dunphy, CFP®

Investment Centers of America
(406) 272-1082

404 N 31st St Ste 219
Billings, MT 59101-1211
View on Map
(406) 272-1082

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Social Security Planning

Contact
Robert M. Frey, CFP®

Professional Financial Mgmt
(406) 587-1604

945 Technology Blvd Ste 102
Bozeman, MT 59718-6859
View on Map
(406) 587-1604

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Investment Management, Retirement Planning, Social Security Planning

Contact
Edward M. Tompkins, CFP®

KMS Financial Services Inc
(406) 586-3009

612 N Montana Ave
Bozeman, MT 59715-2919
View on Map
(406) 586-9120

Compensation Method: Fee Only
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, General Financial Planning, Investment Management, Retirement Income Management, Wealth Management

Contact
Leo B. Lapito, CFP®

Strategic Retirement Plans
(406) 256-5121

208 N Broadway
Ste 450
Billings, MT 59101-1956
View on Map
(406) 256-5121

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Retirement Planning, Social Security Planning

Contact
Brian J. Bentley, CFP®

Morgan Stanley Smith Barney
(406) 238-8900

401 N 31st St Ste 1300
Billings, MT 59101-1279
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Wealth Management

Contact
Brenda G. Hittmeier, CFP®

Stockman Asset Management
(406) 655-3965

402 N 28th St
Billings, MT 59101-1201
View on Map
(406) 655-3965

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Income Management, Women's Finances

Contact
Eric D. Rolshoven, CFP®

Rocky Mountain Financial LLC
(800) 542-7718

1800 S Reserve St
Ste B
Missoula, MT 59801-6401
View on Map
(800) 542-7718

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning

Contact
Sydney E. Carlino, CFP®

DA Davidson
(406) 543-8244 x4014

283 W. Front St, Suite 101
PO Box 7997
Missoula, MT 59802-4328
View on Map
(406) 543-8244

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Debra A. Smith, CFP®

Rocky Mtn Financial Advisors
(406) 542-7718

1800 S Reserve St
Ste B
Missoula, MT 59801-6401
View on Map
(406) 542-7718

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Planning

Contact
Bruce D Haswell, CFP®

Wells Fargo Private Bank
(406) 447-2280

350 N Last Chance Gulch Fl 2
Helena, MT 59601-5012
View on Map
(406) 447-2280

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Brenda Way Rubino, CFP®

Waddell & Reed
(406) 761-8888 x112

1500 10th Ave S
Great Falls, MT 59405-2619
View on Map
(406) 761-8888

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Victoria M. Seedhouse, CFP®

Thrivent Financial for Lutherans
(406) 294-6400

19 36th Street West
Ste 2
Billings, MT 59102-4303
View on Map
(406) 294-6400

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
Janet Hedges, CFP®

Raymond James Financial Services
(406) 442-1128

7 W 6th Ave Ste 518
Helena, MT 59601-5036
View on Map
(406) 442-1128

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Contact
Mark C. Gerber, CFP®

MG FINANCIAL ADVISORS
(406) 294-3080

914 Wyoming Avenue
Billings, MT 59101-1637
View on Map
(406) 294-3080

Compensation Method: Commission and Fee
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Wealth Management

Contact
Kenneth L. Kay, CFP®

SIS Financial and Insurance Se
(406) 721-7465

PO Box 1209
Lolo, MT 59847-1209
View on Map
(406) 721-7465

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Contact
Timothy Clyde Matteson, CFP®

Glendive Tax & Computer
(406) 377-3387

PO Box 221
Glendive, MT 59330-0221
View on Map
(406) 377-3387

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Business Succession Planning, Tax Preparation

Contact
Timothy P. Schruth, CFP®

UBS Financial Services Inc
(406) 248-1700

PO Box 7028
Billings, MT 59103-7028
View on Map
(406) 248-1700

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Teresa L. Darnielle Morse, CFP®

RBC Wealth Management
(406) 255-8750

404 N 31st St Ste 300
Billings, MT 59101-1211
View on Map
(406) 255-8750

Compensation Method: Commission and Fee
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Contact
John Hedge, CFP®

Merrill Lynch
(406) 656-0020

550 N 31st St
Billings, MT 59101-1123
View on Map
(406) 255-5508

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management

Contact
Alan Moore, CFP®

Serenity Financial Consulting
(414) 455-5313

611 W Main St
Bozeman, MT 59715-3483
View on Map
(406) 551-4293

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning, Investment Management

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