At First Interstate, we recognize that 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.
We'll partner with other financial experts, such as portfolio managers, bankers, trust specialists, estate planners, and attorneys, in addition to your own personal accountants and advisors. This approach allows us to develop, implement, and monitor a tailored wealth management plan that is unique to you, your family, and your circumstances.
|Rapid City||SD||Matthew Sleep||605-716-8932|
|Great Falls||MT||Bruce Haswell||406-457-7146|
|Miles City||MT||Lynn Caraveau||406-255-5861|
|Rapid City||SD||Mary Scott||605-716-8935|
Check the background of investment professionals associated with site on FINRA's BrokerCheck.
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|