My name is Brian Haseman and I was given the gift of being born into the business I love. My father started with Edward Jones in 1981 and I followed in his footsteps in 2007 as an assistant in his business. During that time, I solidified my passion for serving others through this lifechanging business and became a financial advisor in 2010.
My outstanding team, consisting of myself and branch office administrators Angela Messer and Logan McLeod, have a successful process to organize your financial strategies, as well as coordinate and communicate with your other professionals, such as CPAs and attorneys. Together, we work hard to help you have confidence in your strategy and legacy as we partner together over the years.
Realizing my passion through my father’s work, I attained my bachelor’s degree in business with an emphasis in finance through the University of Colorado at Boulder (CU). While at CU, I was a top competitor on the Triathlon Team and serendipitously met my wife there as well. We reside in scenic Helena, MT with our son, newborn twins, two dogs and a cat. I secretly hope someone follows in my footsteps, the way I did with my father!
As a financial advisor, I have earned designations to further my ability to work through complex financial situations. I am a CFP® certificant and Certified Private Wealth Advisor® designee. I hold the ChFC® and AAMS™ designations as well. Along with my team’s experience, we strive to positively impact our clients throughout their lives and in their legacy.
Throughout my career, my mission has been transparent and simple: positively impact the clients we have committed to serving. Serving as the regional leader of Eastern MT, I am also committed to our Edward Jones branch teams. The dedication we feel to protect our existing commitments is high. If we cannot commit the time to serve you, we will find an appropriate team who can. Regardless, we will work to get you the advice and guidance you need and deserve. Thank you for your time in learning a little bit about our team.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
Office Address516 North Park Avenue
Helena, MT 59601 opens in a new window
Phone NumberBrian Haseman at (406) 443-0918
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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