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JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
KALISPELL, Montana
·
5 registered advisors
·
CRD# 118867
SEC# 801-62884
406-752-1040
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 Planning
Investment Management
04
Advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
5 registered advisors
David Charles Hergesheimer
KALISPELL, Montana
CRD# 4561793
David James Schultz
KALISPELL, Montana
CRD# 4561789
Donald Evan Kisler
KALISPELL, Montana
CRD# 4561797
John Michael Knopik
KALISPELL, Montana
CRD# 4980586
Justin Patrick Sliter
KALISPELL, Montana
CRD# 4734205
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
.