JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

KALISPELL, Montana·4 registered advisors·CRD# 118867
SEC# 801-62884406-752-1040
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

4 registered advisors
David Charles Hergesheimer
KALISPELL, Montana
David James Schultz
KALISPELL, Montana
John Michael Knopik
KALISPELL, Montana
Justin Patrick Sliter
KALISPELL, Montana
05

Office Locations

KALISPELL, Montana
4 advisors

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Data sourced from SEC Form ADV filings. JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC (CRD# 118867) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.