JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

KALISPELL, Montana·5 registered advisors·CRD# 118867
SEC# 801-62884406-752-1040
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
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

5 registered advisors
David Charles Hergesheimer
KALISPELL, Montana
David James Schultz
KALISPELL, Montana
Donald Evan Kisler
KALISPELL, Montana
John Michael Knopik
KALISPELL, Montana
Justin Patrick Sliter
KALISPELL, Montana
05

Office Locations

KALISPELL, Montana
5 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.