Invest your way

In addition to enrolling online, on the phone or through the mail, investors can choose to work with a financial adviser from our database below who can provide in-person support.

Arizona

Steven Schneider

Steven Schneider
6241 N Placita DeRojelio
Tucson AZ, 85718

California

Principal Financial Group

Michelle Wu
181 Metro Drive #700
San Jose CA, 95110

Florida

Principal Financial Group

Bruce Fletcher
3401 SW 160th Ave Suite 400
Mirammar FL, 53027

Principal Financial Group

Randi Grant
515 East Las Olas Blvd 15th Fl
Fort Lauderdale FL, 33301

Principal Financial Group

Lee Hediger
3401 SW 160th Ave Suite 400
Mirammar FL, 53027

Raymond James Financial Services, Inc

James McLaughlin
PO Box 115
Crystal River FL, 34423

Raymond James Financial Services, Inc

Walter Mortimer
3000 N University Suite 2F
Coral Springs FL, 33065

Hawaii

Raymond James Financial Services, Inc

Lyniel Choy
1188 Bishop Street #2509
Honolulu HI, 96813

Iowa

Securian Financial Services Inc.

Jeffrey Busbee
1327 Boyson Road
Hiawatha IA, 52233

Principal Financial Group

Lyle Ellingson
711 High Street
Des Moines IA, 50392

Illinois

Bel Air Planning Assocation

Robert Beard
1211 W Morton Ave - PO Box 880
Jacksonville IL, 62651

Mutual Service Corporation

Carol Holesha
701 Main Street
Evanston IL, 60202

NFP Securities

Thomas Hansen
444 North Northwest Highway St
Park Ridge IL, 60068

Steve Cohn

Steve Cohn
3150 South River Road Suite 10
Des Plaines IL, 60018

Raymond James Financial Services, Inc

Chris Eller
706 Washington Street
Mendota IL, 61342

Louisiana

Metlife Securities

Mukund Hunumante
3838 N Causeway Blvd Ste 3400
Metairie LA, 70002

Massachusetts

Commonwealth Financial Network

Bruce Laxer
29 Sawyer Road
Waltham MA, 02154

Maryland

GEMBA

John Faggio
PO Box 206
Annapolis Junction MD, 20701

GEMBA

Karen Murray
PO Box 206
Annapolis Junction MD, 20701

Maine

Maine Securities Corporation

Bradley McCurtain
Fifteen Monument Square
Portland ME, 04101

Missouri

Sunset Financial

Aaron Grenley
3520 Broadway
Kansas City MO, 64111

Walnut Street Securities

Brian Davis
700 Market 3rd floor
St Louis MO, 63101

Raymond James Financial Services, Inc

Steven Green
2609B E Sunshine
Springfield MO, 65804

Montana

KMS Financial Services Inc.

Stephen Hample
300 North Wilson Ave Ste 202
Bozeman MT, 59715

Laser Tax

Becky Spencer
121 Grand Ave
Billings MT, 59101

Marge Fisher

Marge Fisher
PO Box 565
Whitefish MT, 59937

Marty Klotovich

Marty Klotovich
606 North 7th Avenue
Bozeman MT, 59715

Ruby Valley National Bank

Marty Klotovich

June Pack

June Pack
PO Box 417
Twin Bridge MT, 59754

D.A. Davidson & Company

Lynda Morin
#8 3rd st North
Great Falls MT, 59401

D.A. Davidson & Company

Lynda Morin
PO Box 5015
Great Falls MT, 59401

D.A. Davidson & Company

Carl Hansen
PO Box 2040
Billings MT, 59103

D.A. Davidson & Company

Stacey Suydam
208 N Broadway Suite 100
Billings MT, 59101

D.A. Davidson & Company

Susan Skaar
529 E Main Street
Bozeman MT, 59715

D.A. Davidson & Company

Rob Braig
PO Box 128
Kalispell MT, 59903

D.A. Davidson & Company

Scott Wink
PO Box 2350
Havre MT, 59501

D.A. Davidson & Company

Timothy Kato
283 W Front Street Suite 101
Missoula MT, 59802

D.A. Davidson & Company

Bruce Madsen
283 W Front Street Suite 101
Missoula MT, 59802

D.A. Davidson & Company

Ray Rounds
283 W Front Street Suite 101
Missoula MT, 59802

D.A. Davidson & Company

Eric Hosek
PO Box 1689
Whitefish MT, 59937

D.A. Davidson & Company

Jay Flynn
200 1st ave E PO Box 128
Kalispell MT, 59903

D.A. Davidson & Company

Bob White
PO Box 128
Great Falls MT, 59405

D.A. Davidson & Company

Larry Bernard
PO Box 5015
St Louis MT,

D.A. Davidson & Company

Todd Preston
208 N Broadway Suite 100
Billings MT, 59103

D.A. Davidson & Company

Andrew Parker
208 N Broadway Suite 100
Billings MT, 59103

D.A. Davidson & Company

Patrick O'Leary
208 N Broadway Suite 100
Billings MT, 59103

D.A. Davidson & Company

Jeff Taylor
208 N Broadway Suite 100
Billings MT, 59103

D.A. Davidson & Company

Aaron Grenley
3520 Broadway
Kansas City MT, 64111

D.A. Davidson & Company

Paul Eichwald & Cynthia Fritch

The Eichwald/Fritch Wealth Management Group

283 W Front Street
Missoula MT, 59802

Fintegra LLC

Brett Weber
c/o First Interstate Bank 425 First Ave No
Great Falls MT, 59401

Fintegra LLC

Andrea Mathison
PO Box 30918
Billings MT, 59116

Fintegra LLC

Randy Koliha
PO Box 30918
Billings MT, 59116

Fintegra LLC

Kerry Hatcher
2800 West Main PO Box 1890
Bozeman MT, 59771

Fintegra LLC

Shelly Boutelle
401 N 31st St PO Box 30918
Billings MT, 59116

Principal Financial Group

Johnny Buck
100 First Avenue N Suite One
Great Falls MT, 59401

Raymond James Financial Services, Inc

Garland Thayer
1001 SW Higgins Ave #201
Missoula MT, 59803

Summit Financial Advisors

Randy Simkins
3401 Harrison Ave
Butte MT, 59701

Summit Financial Advisors

Dan Thompson
3401 Harrison Ave
Butte MT, 59701

Summit Financial Advisors

Patricia Davis
PO Box 636
1400 Prospect Ave.
Helena MT, 59624

North Carolina

529 Solutions

Robert Shipley
4113 Huckleberry Dr
Raleigh NC, 27612

New Jersey

Brian Greenberg

Brian Greenberg
1 Eves Drive Ste 111
Marlton NJ, 08053

DFS&A Insurance Agency, Inc.

Donald Smith
80 W Ferry Road P.O. Box 77358
Ewing NJ, 08628

Larry Goldberg, CPA

Larry Goldberg
17 Brookridge Road
Swainton NJ, 08210

Marc S Standig

Marc S Standig
190 Prospect Plains Road P.O. B PO Box 7522
Monroe Township NJ, 08831

Paul Feinberg & Associates

Paul Feinberg
41 Edgemont Road
West Orange NJ, 07052

Purshe Kaplan Sterling Investment

Ralph Condis
44 Moore Ave
Dumont NJ, 07628

New York

Grennen Financial

James Grennen
80 Orville Drive Suite 100
Bohemia NY, 11716

Paul Laude CFP

Paul Laude
708 E Walnut Street
Long Beach NY, 11561

Ohio

Independence Capital Company Inc.

Marilyn Brosch
6594 Brecksville Rd
Independence OH, 44131

Oregon

New England Securities

Michael Allen
2000 SW 1st #400
Portland OR, 97201

Pennsylvania

Raymond James Financial Services, Inc

Samuel Marrella
1250 Broadcasting Rd Suite 102
Wyomissing PA, 19610

Puerto Rico

Security Assurance Services, Inc.

Carlos Martinez
PO Box 9595
Santurce PR, 00908

Rhode Island

Michael A Langlois

Michael Langlois
1150 New London Ave
Cranston RI, 02920

Tennessee

Raymond James Financial Services, Inc

Michael Agee
6075 Poplar Ave Suite 921
Memphis TN, 38119

Texas

Raymond James Financial Services, Inc

Scott Brown
2304 W I-20 Suite 240
Arlington TX, 76017

Virginia

Raymond James Financial Services, Inc - Cardinal Wealth Services, Inc.

Rex Wagner
8270 Greensboro Dr Suite 100
McLean VA, 22102

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