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413 Main Street, Deer Lodge, MT 59722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James C Wangerin, Cpa/Pfs | Deer Lodge | MT | 05/1997 | 01/2019 |
| Wangerin Cpa & Wangerin Ea, Llp | Deer Lodge | MT | 01/2019 | Present |
| Wangerin, James C | Deer Lodge | MT | 01/2017 | Present |
I do not receive commissions. I am the sole proprietor of registered investment adviser firm (James C Wangerin, CPA/PFS). I am a partner in the CPA firm (Wangerin CPA & Wangerin EA). This is an accounting firm that primarily prepares income tax returns and does tax resolution for tax preparation clients. Walter A Wangerin is sole proprietor of an insurance business. I am licensed as an insurance agent but I do not sell insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-04 |
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