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Brandon Michael Smith

Professional Financial Management, Inc.

Bozeman, MT

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Current Employers
Professional Financial Management, Inc.

2066 Stadium Dr Ste 101, Bozeman, MT 59718 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-30
MT RA APPROVED 2015-08-20
  • TX RA
    APPROVED_RES
    Since 2021-06-30
  • MT RA
    APPROVED
    Since 2015-08-20

Branch Locations

945 Technology Blvd., Suite 102, Bozeman, MT 59718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Professional Financial Management, Inc Bozeman MT 08/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-19
  • S65 Uniform Investment Adviser Law Examination
    2015-08-19
Designations

View on SEC IAPD

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KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT
ANDREW STEWART MARTZLOFF
Keith A Gertsen
CARL WADE GARDINER
Lori Katherine Pilon
BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

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