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Below is the list of Top 100 Financial Services Companies in Montana ranked based on company size, client reviews, services and awards.
1. D.a. Davidson Companies
Industry: Financial Services
Location: Montana
Website: davidsoncompanies.com
Company Founded: 1935
Company Size: 1001-5000
Company Address: 8 3rd Street North, Great Falls, Montana, United States
D.a. Davidson Companies Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nathaniel Hardy | Financial Advisor | |||
Brad Gevurtz | Managing Director, Investment Banking | |||
Stephen Davidson | Senior Associate | |||
Vadim Firfa | Investment Banking Analyst | |||
Tom Lesnick | Vice President, Investment Banking | |||
Zach Bishop | Managing Director, Public Finance At D.a Davidson And Co | |||
Thomas Hayes | Managing Director |
2. Mann Mortgage, Llc [nmls 2550]
Industry: Financial Services
Location: Montana
Company Founded: 1989
Company Size: 201-500
Mann Mortgage, Llc [nmls 2550] Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Angela Cornell | Mortgage Loan Officer | |||
Brian Adams | Senior Loan Officer | |||
David Dohman | Branch Sales Manager- Nmls 302270 | |||
Robert Haviland | Mortgage Loan Officer Nmls #1705218 | |||
Don Mann | President | |||
John Rice | Mortgage Loan Officer | |||
Craig Willis | Manager |
3. Wealthvest
Industry: Financial Services
Location: Montana
Company Founded: 2009
Company Size: 51-200
Company Address: 2485 Manley Road, Bozeman, Montana, United States
Wealthvest Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chris Zockoll | Independent Consultant And Insurance | |||
Christian Ostermiller | Internal Wholesaler | |||
Colin Murray | Senior Internal Wholesaler | |||
Björn Borg | Key Account Manager | |||
Anthony Lewis | Vice President; Distribution And Relationship Management | |||
Rick Addy | Regional Manager | |||
Drew Dokken | Institutional Marketing Manager |
4. Xy Planning Network
Industry: Financial Services
Location: Montana
Website: xyplanningnetwork.com
Company Founded: 2014
Company Size: 11-50
Xy Planning Network Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Emily Purdon | Director Of Xy Tax Solutions | |||
Jen Mastrud | Director Of Marketing | |||
Whitney Mitchell | Email Marketing Specialist | |||
Travis Johnson | Director Of Compliance | |||
Tori Bowerman | Events Manager | |||
Katie Froeber | Webmaster | |||
Cfpâ Alan Moore | Co-founder |
5. Reppond Investments, Inc.
Industry: Financial Services
Location: Montana
Company Founded: 2012
Company Size: 1-10
Company Address: 182 Moondance Trail, Bigfork, Montana, United States
Reppond Investments, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ben Reppond | Investment Manager |
6. Nxgen Payment Services
Industry: Financial Services
Location: Montana
Company Founded: 2002
Company Size: 51-200
Company Address: 940 Spokane Avenue, Whitefish, Montana, United States
Nxgen Payment Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gary Meyer | Managing Partner | |||
Michelle Rave | Account Executive | |||
Rick Sumler | Regional Sales Director | |||
Chad Shellmyer | Senior Consultant | |||
Anita Mcdonald | Director Of Commissions And Compliance | |||
Bob Baker | Vice President Nxgen Northeast | |||
Bobbie Koerner | Account Consultant And Manager |
7. Credit Associates Inc.
Industry: Financial Services
Location: Montana
Website: yourcollector.com
Company Founded: 1944
Company Size: 11-50
Company Address: 1308 12th Avenue South, Great Falls, Montana, United States
Credit Associates Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Heather Nunn | Territory Manager |
8. Western Security Bank
Industry: Financial Services
Location: Montana
Website: westernsecuritybank.com
Company Size: 51-200
Company Address: 2401 Grand Avenue, Billings, Montana, United States
Western Security Bank Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bob Jenkins | Re Secondary Marketing Specialist | |||
Mike Hennessy | V.p Real Estate Production Manager | |||
Paul Peterson | Director | |||
Bradley Ball | Assistant Vice President And Business Banker | |||
Tami Hoines | Loan Originator | |||
Jan Peterson | Senior Vice President | |||
Anne Deboo | Vice President |
9. Plain Green, Llc
Plain Green, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Manickam Somasundaram | Senior Credit Risk Analyst | |||
James Rader | Director Of Contact Centers | |||
Nisarg Dn | Senior Data Engineer | |||
Eileen Macpherson | Senior Data Services Manager | |||
Ian Bagnato | Senior Reporting Developer | |||
Renee Kolb | It Specialist | |||
Marina Miljus | Revenue Specialist |
10. Missoula Federal Credit Union
Industry: Financial Services
Location: Montana
Website: missoulafcu.org
Company Founded: 1956
Company Size: 51-200
Company Address: 3600 Brooks Street, Missoula, Montana, United States
Missoula Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Farmer | Senior Vice President Of People Solutions | |||
Dean Gillmore | Real Estate Loan Officer | |||
Lori Hodge | Real Estate Loan Officer | |||
Vickie Lopes | Real Estate Loan Processor | |||
Jennifer Fost | Financial Services Officer | |||
Tony Catania | Commercial Loan Officer | |||
Lisa Lee | Compliance |
11. Bitcoin Investment News
Industry: Financial Services
Location: Montana
Website: bitcoininvestment.news
Company Founded: 2016
Company Size: 1-10
Company Address: 2500 Little Coyote, Big Sky, Montana, United States
Bitcoin Investment News Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Randall Rule | Senior Partner |
12. Sky Federal Credit Union
Industry: Financial Services
Location: Montana
Website: skyfcu.org
Company Founded: 1935
Company Size: 11-50
Company Address: 111 North B Street, Livingston, Montana, United States
Sky Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Suzi Whitten | Financial Services Representative | |||
Kirk Keysor | Supervisory Committee Member | |||
Ben Kuss | Vice President Of Lending And Sales | |||
Duke Brown | Financial Services Representative | |||
Parker Batt | Contact Center Representative | |||
Sena Estes | Systems Analyst | |||
Sindy Domek | Financial Service Representative Ii |
13. Mofi
Industry: Financial Services
Location: Montana
Website: mofi.org
Company Founded: 1989
Company Size: 11-50
Company Address: 229 East Main Street, Missoula, Montana, United States
Mofi Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Betsy Beauvais | Director Of Lending And Consulting Divisions | |||
Greg Astle | Director Of Tax Credit Lending | |||
Bayley Butler | Administrative Assistant | |||
Joy Byland | Client Relations Manager | |||
Benjamin Wright | Director Of Asset Management | |||
Aaron Eidsness | Financial Manager For Clients | |||
Kimberly Baker | Grants Administrator |
14. Altana Federal Credit Union
Industry: Financial Services
Location: Montana
Website: altanafcu.org
Company Founded: 1949
Company Size: 51-200
Company Address: 3212 Central Avenue, Billings, Montana, United States
Altana Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Heidi Knudson | Business Development Manager | |||
Helen Dutcher | Marketing Coordinator | |||
Ryan Cox | Branch Manager | |||
Jason Hagadone | Business Lending Manager At Altana Federal Credit Union | |||
Mark Hamilton | Branch Manager | |||
Becky Owens | Financial Services Training Director | |||
Angela Kallevig | Loan Underwriter |
15. Sgl Investment Advisors
Industry: Financial Services
Location: Montana
Website: sglinvestmentadvisors.com
Company Founded: 1980
Company Size: 11-50
Company Address: 283 West Front Street, Missoula, Montana, United States
Sgl Investment Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kelly Mwila | Financial Advisor | |||
Rob Richardson | Equity Research Analyst | |||
Joshua Denney | Financial Analyst And Advisor |
16. S.g. Long & Company
Industry: Financial Services
Location: Montana
Website: sglong.com
Company Founded: 1986
Company Size: 11-50
Company Address: 283 West Front Street, Missoula, Montana, United States
S.g. Long & Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Dave Peppenger | Financial Advisor | |||
Darla Smarz-felix | Chief Financial Officer And Human Resources Manager | |||
Donald Gaumer | Financial Advisor | |||
Darla Smarz | Finops Controller And Human Resources Manager | |||
Devin Maves | Financial Advisor |
17. Frontline Processing
Industry: Financial Services
Location: Montana
Website: frontlineprocessing.com
Company Founded: 1997
Company Size: 11-50
Company Address: 3701 Trakker Trail, Bozeman, Montana, United States
Frontline Processing Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hannah Alexis | Client Consultant | |||
Steve Johnston | Network Administrator | |||
Bethany Schuler | Marketing Director | |||
Anders Truelson | Merchant Compliance Manager | |||
Eugene Katko | Call Center Manager Account Manager At Frontline Processing | |||
Courtney Ross | Internal Auditor | |||
Mike Conn | Vice-president |
18. Northfork Financial, Llc
Industry: Financial Services
Location: Montana
Website: northforkfinancial.com
Company Founded: 2011
Company Size: 1-10
Company Address: 201 South Wallace Avenue, Bozeman, Montana, United States
Northfork Financial, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bill Stoddart | President And Founder | |||
Camy Toth | Certified Financial Planner | |||
Jesse Wolff | Investment Associate |
19. Strategic Retirement Plans
Industry: Financial Services
Location: Montana
Website: lapitoretirement.com
Company Size: 1-10
Company Address: 12 Avanta Way, Billings, Montana, United States
Strategic Retirement Plans Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gabe Lapito | Owner And Financial Advisor | |||
Macc Ryan Gomendi | Financial Advisor | |||
Michelle Olson | Controller |
20. Collection Bureau Services, Inc.
Industry: Financial Services
Location: Montana
Website: collectionbureau.biz
Company Founded: 1976
Company Size: 11-50
Company Address: 212 East Spruce Street, Missoula, Montana, United States
Collection Bureau Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ramon Mercado | Legal Counsel | |||
Margaret Parson | Professional Collection Specialist | |||
Jennifer Whipple | Client Services | |||
Brett Foster | Client Services Representative | |||
Jeffrey Koch | Owner | |||
Marcus Powers | Collection Accounts Manager | |||
Cody Krueger | Collector |
21. Island Mountain Development Group
Industry: Financial Services
Location: Montana
Website: islandmtn.com
Company Founded: 2006
Company Size: 51-200
Company Address: 353 Old Hays Road, Hays, Montana, United States
Island Mountain Development Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ty Hedalen | Financial Analyst | |||
Jonathan Pytka | Director, Project Management | |||
Taylor Mccabe | Business Development Officer | |||
Chris Biewer | General Manager, Gva Holdings | |||
Evan Azure | Programs Officer | |||
James Flansburg | Chief Technology Development Officer | |||
Caleb Doney | Tier 1 Technician |
22. Stack Financial Management
Industry: Financial Services
Location: Montana
Website: stackfinancialmanagement.com
Company Founded: 1994
Company Size: 11-50
Company Address: 625 Wisconsin Avenue, Whitefish, Montana, United States
Stack Financial Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Zach Jonson | Senior Portfolio Manager | |||
Joe Laszewski | Senior Portfolio Manager | |||
Kent Jones | Chief Operating Officer And Director Of Finance | |||
Renee Erickson | Accountant | |||
Dawn Sherper | Operations Manager | |||
Catherine Hetrick | Vice President, Senior Portfolio Manager |
23. Amaltheia Dairy Llc
Industry: Financial Services
Location: Montana
Website: amaltheiadairy.com
Company Size: 1-10
Company Address: 3380 Penwell Bridge Road, Belgrade, Montana, United States
Amaltheia Dairy Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sarah Brown | Co-owner And Marketing And Cheesemaker |
24. Valley Federal Credit Union
Industry: Financial Services
Location: Montana
Website: valleyfcu.com
Company Founded: 1949
Company Size: 51-200
Company Address: 207 North Broadway, Billings, Montana, United States
Valley Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ccue Casey Klein | Senior Vice President Branch Administration | |||
Deby Murch | Administrator And Human Resources Generalist | |||
Sean Paulauskis | Branch Manager | |||
Zach Zimmer | Compliance Officer | |||
Bryan Barth | Account Representative | |||
Kelsey Spieler | Collections Representative Level 2 | |||
Scott Kanning | Vice President Finanace |
25. Glacier Payments, Inc.
Industry: Financial Services
Location: Montana
Website: glacierpayments.com
Company Founded: 2009
Company Size: 11-50
Company Address: 110 2nd Street East, Whitefish, Montana, United States
Glacier Payments, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Erica Howard | Executive Assistant | |||
Paul Taylor | Business Systems And Data Analyst | |||
Todd Rowley | Sales Support Specialist |
26. Capstone Wealth Management
Industry: Financial Services
Location: Montana
Website: capstoneretire.com
Company Founded: 2002
Company Size: 1-10
Company Address: 1500 Poly Drive, Billings, Montana, United States
Capstone Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Crfa Chris Kline | Certified Retirement Financial Advisor | |||
Thomas Webber | Financial Advisor | |||
Kerrie Kern | Client Relationship Specialist | |||
Mike Conrads | Owner |
27. Park Side Cu
Industry: Financial Services
Location: Montana
Website: parksidefcu.com
Company Founded: 1965
Company Size: 51-200
Company Address: 1300 Baker Avenue, Whitefish, Montana, United States
Park Side Cu Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Diane Kautzman | Branch Manager, Bigfork, Mt | |||
Jennifer Janik | Team Lead | |||
Jennifer Pound | Team Lead | |||
Ashley Young | Human Resource And Employee Development Assistant | |||
Everett Patterson | Chief Information Officer | |||
Roxanne Peterson | Greeter | |||
Michael Lukacs | Loan Officer |
28. Rocky Mountain Credit Union
Industry: Financial Services
Location: Montana
Website: rmcu.net
Company Founded: 1940
Company Size: 51-200
Company Address: 3400 North Montana Avenue, Helena, Montana, United States
Rocky Mountain Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Megan Black | Indirect Loan Officer | |||
Sean Mccurry | Controller | |||
Kelsey Calnan | Branch Manager | |||
Erin White | Branch Manager | |||
Julia Petroff | Producing Branch Manager | |||
Taylor Yi | Msr | |||
Karleen Hanson | Manager |
29. Advicepay
Industry: Financial Services
Location: Montana
Website: advicepay.com
Company Founded: 2017
Company Size: 11-50
Company Address: 24 East Main Street, Bozeman, Montana, United States
Advicepay Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Doty | Chief Information Security Officer | |||
Isabelle Mcgrail | Business Development Associate | |||
Aaron Lindstrom | Lead Developer |
30. Prinicipal Financial Group
Industry: Financial Services
Location: Montana
Company Size: 11-50
Company Address: P/o Box 1233, Helena, Montana, United States
Prinicipal Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Julie Abbey | Executive Assistant | |||
Julie Willoughby | It-analyst Senior | |||
Dominique Mcnab | Member Service Representative | |||
Libby Byrd | Financial Representative | |||
Kym Baker | Retirement Specialist | |||
Srinivas Dyava | Senior Java Consultant | |||
Chris Ibach | Portfolio Manager |
31. Advantedge Advisors
Industry: Financial Services
Location: Montana
Website: advantedgeadvisors.com
Company Size: 1-10
Company Address: P/o Box 16946, Missoula, Montana, United States
Advantedge Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Lester | Managing Director | |||
Tanny Plemmons | Client Project Manager |
32. Lake County Community Development
Industry: Financial Services
Location: Montana
Website: lakecountycdc.org
Company Founded: 1993
Company Size: 11-50
Company Address: 407 Main Street, Ronan, Montana, United States
Lake County Community Development Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kaylee Thornley | Cooperative Development Center Director | |||
Marie Hirsch | Business Development Center Director | |||
John Winegart | Business And Financial Analyst |
33. Montana Federal Credit Union
Industry: Financial Services
Location: Montana
Website: montanafcu.com
Company Founded: 1940
Company Size: 51-200
Company Address: 901 8th Avenue South, Great Falls, Montana, United States
Montana Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Becky Timmons | Vice President Of Marketing | |||
Karen Richey | Vice President Of Human Resources | |||
Robin Kinnaman | Loan Interviewer And Member Services | |||
Traci Schlagel | Loan Officer | |||
Karen Richey | Vice President Human Resources | |||
Connie Coil | Loan Officer | |||
Samantha Cagle | Payment Solutions Supervisor |
34. Montana & Idaho Community Development Corporation
Industry: Financial Services
Location: Montana
Website: mtcdc.org
Company Founded: 1989
Company Size: 11-50
Company Address: 229 East Main Street, Missoula, Montana, United States
Montana & Idaho Community Development Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Julie Ehlers | Director Of Client Relations | |||
Joy Jara | Loan Closing Specialist | |||
Amita Patel | Business Advisor |
35. Annuity Straight Talk
Industry: Financial Services
Location: Montana
Company Founded: 2008
Company Size: 1-10
Company Address: 121 Wisconsin Avenue, Whitefish, Montana, United States
Annuity Straight Talk Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bryan Anderson | Owner |
36. Payouts Network
Industry: Financial Services
Location: Montana
Website: payoutsnetwork.com
Company Founded: 2013
Company Size: 11-50
Company Address: 5 West Mendenhall, Bozeman, Montana, United States
Payouts Network Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Reed Kempf | Devops Engineer |
37. Flathead Food Bank Inc
Industry: Financial Services
Location: Montana
Website: flatheadfoodbank.com
Company Size: 1-10
Company Address: 105 6th Avenue West, Kalispell, Montana, United States
Flathead Food Bank Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jamie Quinn | Executive Director |
38. Whipple Law Office
Industry: Financial Services
Location: Montana
Website: whipplelawoffices.com
Company Size: 1-10
Company Address: 251 Edelweiss Drive, Bozeman, Montana, United States
Whipple Law Office Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Whipple | Attorney | |||
Ashley Whipple | Attorney |
39. Pay Advance
Industry: Financial Services
Location: Montana
Company Size: 1-10
Company Address: 105 East Commercial Avenue, Anaconda, Montana, United States
Pay Advance Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Keely Brown | Director Of Human Resources And Compliance |
40. Front Street Capital Management
Front Street Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Russ Piazza | President And Portfolio Manager | |||
Michele Blood | Operations Manager | |||
Sierra Tai-brownlee | Intern |
41. Dcf Exchange
Industry: Financial Services
Location: Montana
Website: dcfexchange.com
Company Founded: 2016
Company Size: 1-10
Company Address: 121 Wisconsin Avenue, Whitefish, Montana, United States
Dcf Exchange Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Dalbey | Director Of Compliance |
42. Big Sky Financial Network Llc
Industry: Financial Services
Location: Montana
Website: cash4contracts.com
Company Founded: 1994
Company Size: 1-10
Big Sky Financial Network Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jim Holmes | Private Real Estate Secured Note And Contract Buyer At Big Sky Financial Network Llc |
43. Credit Bureau Of Havre
Industry: Financial Services
Location: Montana
Company Size: 1-10
Credit Bureau Of Havre Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brent Reber | Owner | |||
Brent Reber | Owner | |||
Kathy Anderson | Nursing Director Perioperative Services And Ldrp |
44. Cornerstone Wealth Management Partners, Pc
Industry: Financial Services
Location: Montana
Website: cornerstone-wealth.com
Company Size: 1-10
Company Address: 60 Four Mile Drive, Kalispell, Montana, United States
Cornerstone Wealth Management Partners, Pc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Leslie Rich | Director Practice Management |
45. Ascent Wealth Management, Pllc
Industry: Financial Services
Location: Montana
Website: wealthascent.com
Company Founded: 2019
Company Size: 1-10
Company Address: 6 Sunset Plaza, Kalispell, Montana, United States
Ascent Wealth Management, Pllc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jolene Jones | Office Manager |
46. Cocreate Financial
Industry: Financial Services
Location: Montana
Website: cocreatefinancial.com
Company Founded: 2018
Company Size: 1-10
Company Address: 389 South Ferguson Avenue, Bozeman, Montana, United States
Cocreate Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Christa Hudak | Financial Advisor |
47. Montana Commercial Credit
Montana Commercial Credit Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Josh Braxton | Finance Proccessing Specialist | |||
Ashley Forde | Financial Processing Specialist | |||
Brian Hendrickson | Account Manager At Montana Commercial Credit |
48. A Absolute Bail Bonds
Industry: Financial Services
Location: Montana
Website: aabsolutebail.com
Company Founded: 2013
Company Size: 1-10
Company Address: 2413 Montana Avenue, Billings, Montana, United States
A Absolute Bail Bonds Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jodie Pittenger | Office Manager At A Absolute Bail Bonds |
49. Student Assistance Foundation
Industry: Financial Services
Location: Montana
Website: safmt.org
Company Size: 51-200
Company Address: 2500 Broadway, Helena, Montana, United States
Student Assistance Foundation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Alejandro Mariã±o | Web Developer | |||
Travis Blaney | Linux Systems Administrator | |||
Lynn Nelson | Accounting Supervisor | |||
Tmerzlak Merzlak | Market Services Supervisor | |||
Mary Howard | Financial Literacy Project Manager And General Manager Outreach, Western Montana | |||
Lindy Peterson | Customer Service Representative | |||
Nancy Brosten | Customer Service |
50. Mt Associates
Industry: Financial Services
Location: Montana
Website: mtassociates.in
Company Size: 1-10
Company Address: 1235 Birch Street, Helena, Montana, United States
Mt Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Don Trotter | Partner |
51. Division Mortgage Group
Industry: Financial Services
Location: Montana
Website: divisionmortgagegroup.com
Company Founded: 2007
Company Size: 11-50
Company Address: 1320 Division Street, Billings, Montana, United States
Division Mortgage Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tavell Peete | Owner And Broker | |||
Kayli Teigen | Mortgage Loan Originator | |||
Kady Schell | Mortgage Loan Originator | |||
Robert Doore | Business Development Manager |
52. Embark Credit Union
Industry: Financial Services
Location: Montana
Website: embarkcu.com
Company Size: 11-50
Company Address: 1500 River Drive North, Great Falls, Montana, United States
Embark Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cathy Gutowski | Human Resources Generalist |
53. Yellowstone Financial Services
Industry: Financial Services
Location: Montana
Company Size: 1-10
Company Address: 1430 Country Manor Boulevard, Billings, Montana, United States
Yellowstone Financial Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rob Harsha | Financial Advisor |
54. Office Equipment Solutions
Industry: Financial Services
Location: Montana
Company Size: 1-10
Company Address: 1827 Wyoming Avenue, Billings, Montana, United States
Office Equipment Solutions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Dean Brake | Owner |
55. Quantpost Inc.
Industry: Financial Services
Location: Montana
Website: quantpost.com
Company Founded: 2011
Company Size: 1-10
Quantpost Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Daniel Meine | Modeling And Analysis |
56. Mars Stout
Industry: Financial Services
Location: Montana
Website: marsstout.com
Company Founded: 1983
Company Size: 11-50
Company Address: 4500 Majestic Drive, Missoula, Montana, United States
Mars Stout Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Doug Stout | Marketing | |||
Julie Janssen | Accounts Receivable | |||
Kodi Zavala | Operations Manager | |||
Kodi Zavala | Operations Manager | |||
Teresa Anderson | President | |||
Sean Cummings | Client Service Representive | |||
Mars Stout | Tax Credit Services |
57. Cusource, Llc
Industry: Financial Services
Location: Montana
Website: cusource.com
Company Founded: 2002
Company Size: 1-10
Company Address: 501 Park Drive South, Great Falls, Montana, United States
Cusource, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Wardo Cook | Ops Technician | |||
Genia Hageman | Real Estate Processing Specialist | |||
Tom Dedman | Product Development | |||
Roc Apple | Draft Servies Technical Specialist | |||
Stacy Morrison | Print Mail Services Operator |
58. Fergus Federal Credit Union
Industry: Financial Services
Location: Montana
Website: fergusfcu.com
Company Size: 1-10
Company Address: 106 East Janeaux Street, Lewistown, Montana, United States
Fergus Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Shelby Misner | Loan Officer | |||
Lorrie Durbin | Accounting Manager |
59. Wallinder Mortgage Brokers
Industry: Financial Services
Location: Montana
Website: wallindermortgage.com
Company Size: 1-10
Company Address: 746 Grand Avenue, Billings, Montana, United States
Wallinder Mortgage Brokers Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kim Moffet | Licensed Mortgage Broker |
60. Investech Research & Stack Financial Management
Industry: Financial Services
Location: Montana
Website: investech.com
Company Founded: 1982
Company Size: 1-10
Company Address: 625 Wisconsin Avenue, Whitefish, Montana, United States
Investech Research & Stack Financial Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lisa Stack | Chief Financial Officer |
61. Goodworks Evergreen
Industry: Financial Services
Location: Montana
Website: gwevergreen.com
Company Founded: 2018
Company Size: 1-10
Goodworks Evergreen Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Catherine Yturri | Staff Accountant |
62. Ez Money Loans
Industry: Financial Services
Location: Montana
Company Size: 11-50
Company Address: P/o Box 5361, Kalispell, Montana, United States
Ez Money Loans Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Timmy Bencker | Collections Manager | |||
Erika Anderson | General Store Manager | |||
Rebecca Large | Financial Specialist | |||
Justin Brooks | Manager |
63. Portside Advisors
Industry: Financial Services
Location: Montana
Company Founded: 2009
Company Size: 1-10
Portside Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Shannon Maloney | Co-founder |
64. Ravalli County Federal Credit Union
Industry: Financial Services
Location: Montana
Website: ravallicountyfcu.org
Company Size: 1-10
Company Address: 510 North 1st Street, Hamilton, Montana, United States
Ravalli County Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brook-lynn Cox | Collections And Loan Officer |
65. Wallwork Financial Corp
Industry: Financial Services
Location: Montana
Website: wallworkfinancial.com
Company Size: 1-10
Company Address: 700 Black Diamond Road, Billings, Montana, United States
Wallwork Financial Corp Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Don Hawkison | Lease And Finance Manager | |||
Jamie Wentz | Marketing Administrator Assistant |
66. High Peaks Federal Credit Union
Industry: Financial Services
Location: Montana
Website: highpeaksfcu.com
Company Size: 1-10
Company Address: 222 South Pacific Street, Dillon, Montana, United States
High Peaks Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tammy Hatfield | President And Chief Executive Officer | |||
Kali Stender | Branch Manager |
67. Mann Mortgage
Industry: Financial Services
Location: Montana
Company Size: 51-200
Company Address: 3210 Euclid Avenue, Helena, Montana, United States
Mann Mortgage Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
George Samuelian | Marketing Manager |
68. Rocky Mountain Capital Llc
Industry: Financial Services
Location: Montana
Company Size: 1-10
Rocky Mountain Capital Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Misti Sorensen | Sales |
69. Helena Abstract & Title Co
Industry: Financial Services
Location: Montana
Website: helenaabstract.com
Company Size: 1-10
Company Address: P/o Box 853, Helena, Montana, United States
Helena Abstract & Title Co Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Levi Hunsaker | Vault Sage |
70. Mann Mortgage, Llc [nmls 2550]
Industry: Financial Services
Location: Montana
Website: mannmortgage.com
Company Founded: 1989
Company Size: 201-500
Company Address: 1230 Whitefish Stage Road, Kalispell, Montana, United States
Mann Mortgage, Llc [nmls 2550] Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Suzanne Faubert | Chief Operations Officer |
71. Custom House Global Fund Services
Industry: Financial Services
Location: Montana
Website: customhousegroup.com
Company Founded: 1989
Company Size: 1001-5000
Custom House Global Fund Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jordan Beckman | Floor Technician |
72. Summit Financial Advisors/royal Alliance Associates
Industry: Financial Services
Location: Montana
Company Size: 1-10
Summit Financial Advisors/royal Alliance Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Patricia Davis | Financial Consultant |
73. Montana Brewing Co
Industry: Financial Services
Location: Montana
Website: montanabrewingcompany.com
Company Size: 11-50
Company Address: 113 North 28th Street, Billings, Montana, United States
Montana Brewing Co Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeff Cermak | Cook | |||
Jhancet Hagstrom | Server | |||
Joshua Glenn | Dishwasher |
74. Saint Mary Parish
Industry: Financial Services
Location: Montana
Website: stmargaretmary.org
Company Size: 1-10
Company Address: P/o Box 3009, Big Sandy, Montana, United States
Saint Mary Parish Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Neilsen | Custodian |
75. Mcd Services
Industry: Financial Services
Location: Montana
Website: mcd-services.net
Company Size: 11-50
Company Address: 1921 17th Street West, Billings, Montana, United States
Mcd Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matthew Thieneman | Self Employed |
76. American Federal Savings Bank
Industry: Financial Services
Location: Montana
Company Size: 11-50
Company Address: 606 North 7th Avenue, Bozeman, Montana, United States
American Federal Savings Bank Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Justin Hartman | Mortgage Banker |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Nathaniel Hardy | D.a. Davidson Companies | Financial Advisor | |||
2 | Brad Gevurtz | D.a. Davidson Companies | Managing Director, Investment Banking | |||
3 | Stephen Davidson | D.a. Davidson Companies | Senior Associate | |||
4 | Vadim Firfa | D.a. Davidson Companies | Investment Banking Analyst | |||
5 | Tom Lesnick | D.a. Davidson Companies | Vice President, Investment Banking | |||
6 | Zach Bishop | D.a. Davidson Companies | Managing Director, Public Finance At D.a Davidson And Co | |||
7 | Thomas Hayes | D.a. Davidson Companies | Managing Director | |||
8 | Angela Cornell | Mann Mortgage, Llc [nmls 2550] | Mortgage Loan Officer | |||
9 | Brian Adams | Mann Mortgage, Llc [nmls 2550] | Senior Loan Officer | |||
10 | David Dohman | Mann Mortgage, Llc [nmls 2550] | Branch Sales Manager- Nmls 302270 | |||
11 | Robert Haviland | Mann Mortgage, Llc [nmls 2550] | Mortgage Loan Officer Nmls #1705218 | |||
12 | Don Mann | Mann Mortgage, Llc [nmls 2550] | President | |||
13 | John Rice | Mann Mortgage, Llc [nmls 2550] | Mortgage Loan Officer | |||
14 | Craig Willis | Mann Mortgage, Llc [nmls 2550] | Manager | |||
15 | Chris Zockoll | Wealthvest | Independent Consultant And Insurance | |||
16 | Christian Ostermiller | Wealthvest | Internal Wholesaler | |||
17 | Colin Murray | Wealthvest | Senior Internal Wholesaler | |||
18 | Björn Borg | Wealthvest | Key Account Manager | |||
19 | Anthony Lewis | Wealthvest | Vice President; Distribution And Relationship Management | |||
20 | Rick Addy | Wealthvest | Regional Manager | |||
21 | Drew Dokken | Wealthvest | Institutional Marketing Manager | |||
22 | Emily Purdon | Xy Planning Network | Director Of Xy Tax Solutions | |||
23 | Jen Mastrud | Xy Planning Network | Director Of Marketing | |||
24 | Whitney Mitchell | Xy Planning Network | Email Marketing Specialist | |||
25 | Travis Johnson | Xy Planning Network | Director Of Compliance | |||
26 | Tori Bowerman | Xy Planning Network | Events Manager | |||
27 | Katie Froeber | Xy Planning Network | Webmaster | |||
28 | Cfpâ Alan Moore | Xy Planning Network | Co-founder | |||
29 | Ben Reppond | Reppond Investments, Inc. | Investment Manager | |||
30 | Gary Meyer | Nxgen Payment Services | Managing Partner | |||
31 | Michelle Rave | Nxgen Payment Services | Account Executive | |||
32 | Rick Sumler | Nxgen Payment Services | Regional Sales Director | |||
33 | Chad Shellmyer | Nxgen Payment Services | Senior Consultant | |||
34 | Anita Mcdonald | Nxgen Payment Services | Director Of Commissions And Compliance | |||
35 | Bob Baker | Nxgen Payment Services | Vice President Nxgen Northeast | |||
36 | Bobbie Koerner | Nxgen Payment Services | Account Consultant And Manager | |||
37 | Heather Nunn | Credit Associates Inc. | Territory Manager | |||
38 | Bob Jenkins | Western Security Bank | Re Secondary Marketing Specialist | |||
39 | Mike Hennessy | Western Security Bank | V.p Real Estate Production Manager | |||
40 | Paul Peterson | Western Security Bank | Director |
Financial Services companies in different regions of USA