First Interstate Investment Services Assessment

We want one thing—to help you establish your financial plan. Whether you’re early into your financial journey, a seasoned pro ready to retire, or a Tribe, Municipality looking to maintain your financial well-being, we have a solution for you.

Check the background of investment professionals associated with site on FINRA's BrokerCheck.

Complete the assessment form and one of our dedicated financial consultants will reach out to begin determining the best solutions to aim for your goal.

Assessment Form

Complete the following form, which will be emailed directly to a financial consultant. Please provide us with as much detail as you can, and we'll get back to you.

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Service Interests

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Your Bank (“First Interstate Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Interstate Bank and First Interstate Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Interstate Investment Services, and may also be employees of First Interstate Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Interstate Bank or First Interstate Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Bank Guaranteed Not Bank Deposits or Obligations Not Insured by FDIC or Any Other Government Agency May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.