Wealth Managment Assessment

We want one thing—to help you work toward achieving your financial goals. Whether you’re early into your financial journey, a seasoned pro ready to retire, a business owner needing a retirement plan for your employees, or one looking to start working on your exit plan, we have a solution for you.

Complete the assessment form and one of our dedicated Wealth Advisors or Investment Specialists 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 Wealth Advisor. Please provide us with as much detail as you can, and we'll get back to you.


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Meet our Wealth Advisors

Wealth management issues are complex and can be overwhelming to evaluate, analyze, and manage. Our team of Wealth Advisors is a highly skilled and dedicated group of experts. We'll help you with all aspects of planning.

Meet our Wealth Advisors

Find a Registered Representative

We realize managing investments, planning for retirement, choosing a life insurance plan, and other wealth management decisions don’t come naturally to everyone. That’s why we have a team of skilled professionals prepared to assist you.

Meet our Investment Specialists

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Interstate Bank and First Interstate Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit