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. Our team members, who live and work in the communities we call home, will take the time to get to know you and your goals and recommend the products and services you need—and none of the products you don’t.

City State Advisor Email Address Contact
Billings MT Jim Morrison 406-255-5014
Billings MT Carina Lange 406-255-5102
Billings MT Randy Koliha 406-255-5268
Bozeman MT Jon Herz 406-556-4885
Helena MT Bruce Haswell 406-457-7146
Missoula MT Molly Nelson 406-523-4201
Kalispell MT Bob Wilson 406-751-2598
Polson MT Bob Wilson 406-751-2598
Sturgis SD JD Williams 605-347-4316
Casper WY Shawn Porter 307-235-4368
Jackson Hole WY Kyle Geffre 307-821-4611
Sheridan WY Robert Leibrich 307-672-1494
Billings MT Marni Cowan 406-255-6106
Billings MT Barbara Barrett 406-255-5200
Bozeman MT Cathleen Lucas 406-556-4883
Great Falls MT Brian Connors 406-454-6253
Polson MT David Rensvold 406-883-8831
Billings MT Evad Vanspoore 406-255-5843
Billings MT Lynn Caraveau 406-255-5861
Billings MT Randall Porter 406-255-6106
Miles City MT Robert Tooke 406-232-8588
Missoula MT Chris Morin 406-523-4211
Missoula MT Wesley Golie 406-523-4207
Jackson Hole WY Daniel Shervin 307-732-7852
Laramie WY David Kling 307-721-4661
Casper WY Christine Stack 307-235-4363
Gillette WY Lisa Vnoucek 307-686-4702
Rapid City SD Matthew Sleep 605-716-8932
Rapid City SD Mary Scott 605-716-8935

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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