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Intermountain Financial Group

2245 W Koch St, Bozeman, MT 59718

Background Check

Company Profile

Industry:Investment Advisory Service, Investment Banking & Securities Dealing

Site:harrisweiel.com

Phone:(406) 587-5977, (406) 587-6078 (Fax)

Members (3):Dan Nottingham / Manager David Sutey / Chief Technology Officer Elizabeth Harris / Principal, Owner, inactive

SIC:6211 - Security Brokers, Dealers, and Flotation Companies

Categories:Insurance, Investment Securities, Pension & Profit Sharing Plans, Retirement Planning Consultants & Services

Products:Estate Planning, Investment Advisors, Investments, Retirement Planning, Securities Brokers

Company size:1

Summary

The professional fields of the organization Intermountain Financial Group are Investment Advisory Service, Investment Banking & Securities Dealing. We've found information about 3 employees who work here. A registered office address of Intermountain Financial Group is 2245 W Koch St, Bozeman, MT 59718. Call the organization at phones:+14065875977 or+14065876078. To visit the official website of Intermountain Financial Group, please click here.


Who has worked at Intermountain Financial Group

Position at Intermountain Financial Group Previous job position
Alex Hancock
Financial Services RepresentativeSince Aug 2011
Alex Sutter
Owner
Brandon Major
Owner
Lloyd Jones
financial planner and agent

Former Employees

Position at Intermountain Financial Group Next job position
Alice Toler
Field RepOct 2007 - Feb 2009
Catalyst magazineWriter and Editor Since May 2011
Andrea Sullenberger
Administrative Assistant2005 - 2007
Legacy Planning, LLCExecutive Manager Since 2013
David Whittaker
Financial ProfessionalSince Aug 2008
Financial Professional2008 - 2012
Certus FinancialOwner Since 2008
Lahn Simmons
Sales Manager2003 - 2007
Sage Wealth ManagementGeneral Agent Since Jan 2007
Mat Chappell
AgentFeb 2008 - Apr 2009
NAI Utah Southern RegionAgent
Matt Valentine
Professional Financial ServicesApr 2011 - Oct 2011
Sage Wealth ManagementFinancial Services Professional Since Aug 2011

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