ADVISOR BIO

Candra Oakes-niswanger is a financial advisor with over 20 years of experience. Candra is registered with LPL Financial LLC and has a branch office in Great Falls, MT. Candra is also registered with the state of Montana as an Investment Advisor Representative (IAR). Candra specializes in providing financial advice to individuals, corporations, and other businesses. Candra offers a variety of financial services, including financial planning, portfolio management, and consulting. Candra is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Carina Lange is a registered representative with LPL Financial LLC. Carina has been in the financial industry for over 18 years. Carina has a Series 7, Series 66, and SIE license. Carina has experience working with First Interstate Bank, Cetera Investment Services LLC, and Fintegra, LLC. Carina also holds a license to provide Investment Advice in Montana. Carina is currently registered in 13 states: Arizona, Colorado, Florida, Idaho, Massachusetts, Montana, North Dakota, Ohio, Texas, Washington, Wisconsin, and Wyoming.

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ADVISOR BIO

Carina Joy Baumann is a financial advisor with D.a. Davidson & Co. Carina has been in the financial services industry since 2006 and has held Series 7, 63, 55, and SIE licenses. Carina has a special interest in working with a variety of clients, including high net worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Carl Nystuen is a financial advisor with D.A. Davidson & Co. and has been in the industry since 2011. Carl has a Series 63 and Series 65 licenses and is registered as a financial advisor in 35 states. Carl is also a Certified Financial Planner. Carl has over 10 years of experience providing financial advice to individuals, families, and businesses. Carl is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Carl Hicks White is a financial advisor with LPL Financial LLC, located in Helena, Montana. Carl has been in the financial industry since 1992. Carl holds a Series 6, 7 and 66 license. Carl also holds a Series 63 license. Carl has been registered with LPL Financial LLC since 2020. Carl has been registered with Securities America, Inc. since 2018. Carl has also previously been registered with Royal Alliance Associates, Inc., Edward Jones, TD Wealth Management Services Inc., BancNorth Investment Group, Inc., PrimeVest Financial Services, Inc., CUNA Brokerage Services, Inc., LINSCO/Private Ledger Corp. and Equity Services, Inc. Carl specializes in retirement planning, investment planning, college savings planning, and estate planning. Carl offers a variety of financial services, including investment advisory services, portfolio management, and financial planning. Carl is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.

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ADVISOR BIO

Carla Sue Hauk is a registered representative with Stifel, Nicolaus & Company, Inc. Carla has been in the industry since May 2020, and is registered in Montana. Carla holds the Series 7TO and SIE licenses. Carla specializes in various areas including securities, commodities, insurance, financial planning, and more.

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Carly Mann is an Investment Advisor Representative associated with Eagle Strategies LLC. Carly is registered in 19 states and has been in the industry since 2022. Carly's areas of specialization include retirement planning, portfolio management, and education seminars.

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ADVISOR BIO

Carrie Lynn Long is a registered investment advisor representative with D.a. Davidson & Co., a firm that manages over $36 billion in client assets. Carrie has been in the financial services industry since 2012. She holds the Series 7, Series 63, and Series 65 securities licenses. Carrie is licensed in Montana and Texas. Carrie provides financial planning, portfolio management for individuals and businesses, and educational seminars. Carrie also has experience in pension consulting and selection of other advisors. Carrie is a licensed notary public in Montana.

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ADVISOR BIO

Carrie McAleer is an investment advisor representative with D.a. Davidson & Co. Carrie has been in the securities industry since February 11, 2013. Carrie is registered with the state of Montana and holds the Series 66, Series 7 and SIE licenses. Carrie is also a notary public for the state of Montana. Carrie specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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ADVISOR BIO

Carter Miller is an investment advisor representative at D.a. Davidson & Co., with experience in the financial services industry since 2019. Carter has a Series 7TO, Series 66, and SIE license, and is registered in 28 states. Carter specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and organizations.

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