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Annual Events
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Circle of Excellence Award
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Non-Profit of the Year Award
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State of Missoula
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Networking Events
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Why Apply for Leadership Missoula
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Missoula, MT Investment Services and Brokers
Missoula, MT Investment Services and Brokers
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City
Merrill Lynch
_
330 N. Higgins Ave.
Missoula
,
MT
59802
(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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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
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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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Panoramic Capital Partners
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7155 Brooke Lynn Court
Missoula
,
MT
59803
503-937-7911
Member Since: 2025
Panoramic Capital Partners was built to solve a fundamental challenge: combining sophisticated wealth management with hands-on business advisory services to provide truly comprehensive guidance for business owners and founders. Our vision extends beyond
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D.A. Davidson & Co.- Cynthia Fritch, CFP®, CPFA, CWS®
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
Cynthia Fritch
(406) 543-8244
Member Since: 2004
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D.A. Davidson & Co. - Wes Golie AIF, CFP
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PO Box 7997
Missoula
,
MT
59802
Wes Golie
Member Since: 2021
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D.A. Davidson & Co.- Mark Nicholson
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
Mark Nicholson
(406) 543-8244
Member Since: 2004
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Edward Jones - James McKelvie
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1517 South Reserve St., Suite 102
Missoula
,
MT
59801
James McKelvie
4065499340
Member Since: 2025
After serving 21 years of active duty in the Navy, I decided to become a Financial Advisor at Edward Jones because I believe I can make a positive difference in the lives of families and business owners in my community.
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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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D.A. Davidson & Co.- Sydney Stabio
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
Sydney Stabio, CFP, CWS
(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
Timothy Kato
(406) 543-8244
Member Since: 2004
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Tim Unger Agency - Farm Bureau Financial Services
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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.
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Stockman Wealth Management
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321 West Broadway
Missoula
,
MT
59802
Jessica Neuman
(406) 258-1450
Member Since: 2018
Stockman Wealth Management is an independent, wholly owned subsidiary of Stockman Financial Corp. and affiliate to Stockman Bank. Not FDIC Insured, Not Bank Guaranteed, May Lose Value
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D.A. Davidson & Co.- Bruce Madsen
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283 W. Front St. Ste 101
Missoula
,
MT
59802
Bruce Madsen
(406) 543-8244
Member Since: 2004
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Bradley Cederberg, CFP(R), CWS(R) - D.A. Davidson & Co.
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283 W. Front St.
Missoula
,
MT
59801
Bradley Cederberg
(406) 543-8244
Member Since: 2006
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Edward Jones
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1200 S. Reserve St. Ste E
Missoula
,
MT
59801 1307
(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.
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100 Railroad St. W. Ste 103
Missoula
,
MT
59802 4291
(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. - Ray Round
_
283 W. Front St. Ste 101
Missoula
,
MT
59802
Ray Round
(406) 329-4013
Member Since: 2004
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KPMG
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945 Wyoming St
Missoula
,
MT
59801
9126603106
Member Since: 2024
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Glacier Wealth Management
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210 N Higgins Avenue
Suite 200
Missoula
,
MT
59802
Patti Carlisi
(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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