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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-08-18 |
Branch Locations
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 06/2020 | 08/2022 |
| Montana Retirement Income Advisory | Missoula | MT | 12/2017 | Present |
| Mostad Construction | Missoula | MT | 11/2016 | 12/2017 |
| Lc Staffing | Missoula | MT | 08/2016 | 11/2016 |
| Nelson Personnel | Missoula | MT | 08/2016 | 11/2016 |
| Tucker Asset Management Llc | Littleton | CO | 08/2022 | Present |
1) Montana Retirement Income Advisory, not investment related, 280 E. Front Street Suite A, Missoula, MT 59802, Business Developer, Start Date 12/2017, we create retirement income plans for clients that use a mix of insurance products,approximately 160 hours per month with 160 hours per month devoted during securities trading hours, I perform a myriad of tasks including organizing paperwork, creating income plans, managing software, and interacting with clients. 2) Montana Life and Health Insurance License.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
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