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.
|Jackson Hole||WY||Kyle Geffre||307-821-4611|
|Great Falls||MT||Brian Connors||406-454-6253|
|Miles City||MT||Robert Tooke||406-232-8588|
|Jackson Hole||WY||Daniel Shervin||307-732-7852|
|Rapid City||SD||Matthew Sleep||605-716-8932|
|Rapid City||SD||Mary Scott||605-716-8935|
Check the background of investment professionals associated with site on FINRA's BrokerCheck.
Complete the following form, which will be emailed directly to a Registered Representative. Please provide us with as much detail as you can, and we'll get back to you.
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|