Unclaimed Profile

Eric William Flynn

BITTERROOT CAPITAL ADVISORS LLC·BOZEMAN, Montana

Clean record5 years registeredBITTERROOT CAPITAL ADVISORS LLC

118 EAST MAIN STREET, BOZEMAN, MT 59715CRD# 5640707Firm CRD# 109088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric William Flynn · BOZEMAN, MT

Registration

CRD #5640707 · BITTERROOT CAPITAL ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

APRIO WEALTH MANAGEMENT, LLC

Nov 2025 – present

COMPOUND PLANNING, INC.

Mar 2025 – Oct 2025

Bozeman, MT

CREATIVE PLANNING

Apr 2023 – Jan 2025

Bozeman, MT

CREATIVE PLANNING

Oct 2022 – Nov 2022

Bozeman, MT

WIPFLI FINANCIAL ADVISORS, LLC

Mar 2021 – Oct 2022

BOZEMAN, MT

JCG ADVISORY GROUP, LLC

Sep 2020 – Mar 2021

BOZEMAN, MT

Registrations & Exams

Registration record

First registered · September 22, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BITTERROOT CAPITAL ADVISORS LLC

CRD 109088 · SEC 801-58029

AUM

$1.5B

Regulatory assets under management

Employees

22 client accounts

Services offered by BITTERROOT CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BITTERROOT CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Eric William Flynn offer?

Eric William Flynn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOZEMAN, Montana for a consultation.

What are Eric William Flynn's credentials?

Eric William Flynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric William Flynn located?

Eric William Flynn is based in BOZEMAN, Montana, working with BITTERROOT CAPITAL ADVISORS LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Eric William Flynn charge for services?

Eric William Flynn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BITTERROOT CAPITAL ADVISORS LLC?

BITTERROOT CAPITAL ADVISORS LLC has approximately 8 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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