CFPs - Certified Financial Planners in Bozeman and Livingston

In the greater Bozeman area, there are currently 45 CFPs (Certified Financial Planners). Only two CFPs are in Livingston, 41 are in Bozeman, and two are in the neighboring communities of Gallatin Gateway, Manhattan, and Three Forks.

Most of the them service clients with minimum assets of $100,000-250,000. Here's the minimum assets filter as of October 2022.

These planners work with clients who have at least $500,000 of investable assets, Meredith Farris at Morgan Stanley.

And these planners work with clients who are millionaires by their asset levels.

J. Bratton Dubose at Ashton Thomas Private Wealth and Troy Miller at Private Advisor Group.

Smaller companies that have CFPs on staff:

* XY Planning (Alan Moore, 

* Stifel, Nicolaus, and Company

* Raymond James (Alex Hudak, Afton O'Meara, 

* Bozeman Financial Advisors

* Ashton Thomas Private Wealth

* Springbrook Financial LLC

* Equitable

* Black Cat Wealth LLC

* Abacus Wealth Factors, LLC

* Professional Financial Management, Inc.

* CoCreate Financial (Krista Hudak and Matthew Hudak)

* LPL Financial

* Core Wealth

* McKenna Financial

* Parsec Financial

* Private Advisor Group

* Palisade Financial

* Useful Solutions

* Chicago Partners (Manhattan, MT)

* 

Large companies that have CFPs on staff in Bozeman:

* Wells Fargo (Scott Brown)

* Charles Schwab (Erin Yost)

* Morgan Stanley (Meredith Farris)

* Edward Jones (Jared Hauskins, 

* DA Davidson (Brenda Kitto, Jacob Werner, Morgan Owen, Ryan Meeks, Neil Sexton, Brian Brown, Annie Ashton)

* Ameriprise Financial Services (publicly traded as AMP) (Jeffrey Larson, Charles Friend)

* Primerica (Ramiah Pickett)

Local Companies created with the owner's name

* Hunter Wealth Management LLC

* Monteith Wealth (Mike Monteith)

Specialty Focus Planners

Only one person had military and government employees listed as focus clients, Daniel Ritter at Core Wealth. He also listed 'no minimum' for investable assets.

Only one advisor listed other languages on their profile, Edward Tomkins at Bozeman Financial Advisors. He listed Spanish and German as additional languages.

Only two CFPs are in Livingston (25 miles from Bozeman), serving a community of 8,000 people in the city limits, though all of Park County has about 16,500 people. Neil Sexton works for D.A. Davidson and Jeffrey Larson works for Ameriprise.