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
Great Falls MT Bruce Haswell 406-457-7146
Helena MT Bruce Haswell 406-457-7146
Livingston MT Jon Herz 406-556-4885
Missoula MT Molly Nelson 406-523-4201
Kalispell MT Bob Wilson 406-751-2598
Polson MT Bob Wilson 406-751-2598
Deadwood SD JD Williams 605-347-4316
Spearfish SD JD Williams 605-347-4316
Sturgis SD JD Williams 605-347-4316
Casper WY Shawn Porter 307-235-4368
Casper WY Steven Liebzeit 307-235-4364
Cheyenne WY Kyle Geffre 307-821-4611
Gillette WY Scott Barstad 307-687-4471
Jackson WY Jim Gersack 307-732-7852
Laramie WY Kyle Geffre 307-721-4661
Sheridan WY Linda Thompson 307-672-1493
Sheridan WY Robert Leibrich 307-672-1494

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

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Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. 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: Montana, Wyoming, and South Dakota.

Securities and insurance products are:

Not FDIC insured  Not guaranteed by First Interstate Bank  May lose value 
Not guaranteed by First Interstate Bank  Not insured by any federal government agency.