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List of Financial planners in Kalispell
There are 35 Financial planners in Kalispell as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 22 Financial planners which is 62.86% of all Financial planners in Kalispell are single-owner operations, while the remaining 13 which is 37.14% are part of larger brands. Average age of Financial planners in Kalispell is 3 years and 8 months.Financial planners are also establishing a strong digital presence across various platforms: 14 have LinkedIn profiles, 14 have Facebook Pages, 4 are active on Instagram, 10 have X (formerly Twitter) handles, and 2 have YouTube channels. About 31 Financial planners have their own website and the remaining 4 don’t have their own website.
- 35
Number of Financial planners
- 10
Email addresses
- 34
Phone numbers
- 31
With Websites
- 14
LinkedIn Profiles
- 14
Facebook Profiles
- 4
Instagram Handles
- 10
X Handles
- 2
YouTube Channels
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Download list of Financial planners in Kalispell
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Piton Wealth Kalispell | Address | Kalispell | Montana | United States | Phone | 4 | 5 | Link | |||||
| Paul Stein - Financial Advisor, Ameriprise Financial Services, LLC | Address | Kalispell | Montana | United States | Phone | 2 | 5 | Link | |||||
| Snow Peak Wealth Advisors | Address | Kalispell | Montana | United States | Phone | 0 | 0 | Link | |||||
| Randy Flicker - Raymond James | Address | Kalispell | Montana | United States | Phone | 0 | 0 | Link | |||||
| Jared Losing - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Kalispell | Montana | United States | Phone | 0 | 0 | Link | |||||
| Shay Smithwick-Hann - Financial Advisor, Ameriprise Financial Services, LLC | Address | Kalispell | Montana | United States | Phone | 1 | 5 | Link | |||||
| Granite Peak Wealth Advisors - Ameriprise Financial Services, LLC | Address | Kalispell | Montana | United States | Phone | 1 | 5 | Link | |||||
| Jared Losing - Ameriprise Financial Services, LLC | Address | Kalispell | Montana | United States | Phone | 0 | 0 | Link | |||||
| U.S. Bancorp Investments - Financial Advisors: Brian Kenyon | Address | Kalispell | Montana | United States | Phone | 0 | 0 | Link | |||||
| Bobby Dorvall - D A Davidson Wealth Management | Address | Kalispell | Montana | United States | Phone | 0 | 0 | Link |
[
{
"name": "Piton Wealth Kalispell",
"address": "18**********",
"phone": "********7797",
"email": "in**@pi**********",
"lat": 48.2260481,
"lng": -114.3060777,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 5,
"rating_count": 4,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Paul Stein - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "2 **********",
"phone": "********7754",
"email": "pa**********@am******",
"lat": 48.1976741,
"lng": -114.3130981,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial planners,Investment services"
},
{
"name": "Snow Peak Wealth Advisors",
"address": "25**********",
"phone": "********7200",
"email": "JE**********@RA**********",
"lat": 48.1976022,
"lng": -114.3163138,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Randy Flicker - Raymond James",
"address": "25**********",
"phone": "********7200",
"email": "JE**********@RA**********",
"lat": 48.1976022,
"lng": -114.3163138,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Jared Losing - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "4 **********",
"phone": "********7065",
"email": "gr**********@am******",
"lat": 48.2070707,
"lng": -114.3194573,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial consultants,Financial planners"
},
{
"name": "Shay Smithwick-Hann - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "4 **********",
"phone": "********8650",
"email": "Sh**********@am******",
"lat": 48.2070788,
"lng": -114.3194935,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners,Investment services"
},
{
"name": "Granite Peak Wealth Advisors - Ameriprise Financial Services, LLC",
"address": "4 **********",
"phone": "********8650",
"email": "gr**********@am******",
"lat": 48.2070534,
"lng": -114.3195302,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners,Investment services"
},
{
"name": "Jared Losing - Ameriprise Financial Services, LLC",
"address": "10**********",
"phone": "********7065",
"email": "gr**********@am******",
"lat": 48.1822361,
"lng": -114.3034089,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Financial consultants"
},
{
"name": "U.S. Bancorp Investments - Financial Advisors: Brian Kenyon",
"address": "30**********",
"phone": "********2550",
"email": "br**********@us********",
"lat": 48.1998904,
"lng": -114.3148545,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners"
},
{
"name": "Bobby Dorvall - D A Davidson Wealth Management",
"address": "17**********",
"phone": "********6212",
"email": "bd******@da*******",
"lat": 48.2374588,
"lng": -114.339303,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Kalispell",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Kalispell?
There are a total of 35 Financial planners in Kalispell as of October 15, 2025.
Number of Financial planners in Kalispell with Phone Number
34
Number of Financial planners in Kalispell with Email
10
List of Financial planners in Kalispell with Social Media Accounts
14
Facebook Profiles
4
Instagram Handles
14
LinkedIn Profiles
10
X Handles
2
YouTube Channels
Download sales qualified leads of Financial planners in the Kalispell
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Kalispell with/without Website
Download the list of Financial planners in Kalispell as of October 15, 2025 with and without website information.
31
Number of Financial planners in Kalispell with website
4
Number of Financial planners in Kalispell without website
List of Financial planners in Kalispell By Ratings
Download the data of the number of star-rated Financial planners in Kalispell as of October 15, 2025.
0
Number of 1 star-rated Financial planners in Kalispell
0
Number of 2 star-rated Financial planners in Kalispell
1
Number of 3 star-rated Financial planners in Kalispell
0
Number of 4 star-rated Financial planners in Kalispell
14
Number of 5 star-rated Financial planners in Kalispell
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The total number of Financial planners in Kalispell is 35.
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You can download the complete dataset of sales qualified leads of Financial planners in Kalispell once you purchase it.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in Kalispell dataset costs $99.
There are 34 Financial planners in Kalispell with phone numbers.
There are 10 Financial planners in Kalispell with email addresses.
There are 13 Financial planners in Kalispell with both phone numbers and email lists.
There are 14 Financial planners in Kalispell with LinkedIn Profiles.
There are 14 Financial planners in Kalispell with Facebook Profiles.
There are 4 Financial planners in Kalispell with Instagram Handles.
There are 10 Financial planners in Kalispell with X Handles.
There are 2 Financial planners in Kalispell with YouTube Channels.
The total count of Financial planners in Kalispell with a website is 31.
The total count of Financial planners in Kalispell without a website is 4.
There are 14 5-star rated Financial planners in Kalispell.
There are 0 4-star rated Financial planners in Kalispell.
There are 1 3-star rated Financial planners in Kalispell.
There are 0 2-star rated Financial planners in Kalispell.
There are 0 1-star rated Financial planners in Kalispell.
The average age of Financial planners in Kalispell is 3 years and 8 months.
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The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.