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Lisa N Krei

Edward Jones

Helena, MT

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-17
MT RA APPROVED 2025-08-05
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • MT RA
    APPROVED
    Since 2025-08-05

Branch Locations

330 11Th Ave, Helena, MT 59601-3740 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 08/2024 06/2025
Edward Jones St. Louis MO 06/2025 Present
Rocky Mountain Credit Union Helena MT 10/2019 08/2024
Intrepid Credit Union Helena MT 05/2019 09/2019
First Community Bank Helena MT 05/2017 05/2019
Big Bull Bar And Grill Winston MT 11/2016 05/2018
Unemployed/Homemaker Townsend MT 04/2015 01/2017
  • 08/2024 → 06/2025
    St. Louis, MO
  • 06/2025 → Present
    St. Louis, MO
  • 10/2019 → 08/2024
    Rocky Mountain Credit Union
    Helena, MT
  • 05/2019 → 09/2019
    Intrepid Credit Union
    Helena, MT
  • 05/2017 → 05/2019
    First Community Bank
    Helena, MT
  • 11/2016 → 05/2018
    Big Bull Bar And Grill
    Winston, MT
  • 04/2015 → 01/2017
    Unemployed/Homemaker
    Townsend, MT
Other Businesses

Krei Drywall Finishing and Painting LLC Type of business: Drywall and Painting Helena, MT Start date: 1/1/2018 Authorized Signer Hours per week: 0 Hours during trading: 0 My husband owns a painting and drywall company. I am an authorized signer on the account so I have check writing abilities and banking but I am not an employee or owner. Notary for State of Montana Type of business: Notary Helena, MT Start date: 12/19/2023 Notary Hours per week: 0 Hours during trading: 0 I am a Notary for the State of Montana. I will do Notaries as needed for allowable Jones documents with a separate Notary Journal only kept at the branch for these Notaries.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24
Other Names
  • Lisa Nichole Mcclain

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