Jim Kubiak, Financial Advisor located in Bozeman, MT

Financial Advisor
Jim Kubiak

CPWA®, CEPA®
4265 Fallon Street Suite 3a, Bozeman, MT 59718opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Coaching Sports
  • Hunting
  • Fishing

Team Members

  • Kim Duff
    Sr. Branch Office Administrator
    FPQP®
  • Robin Lehmann
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(406) 587-5457

Fax

(888) 307-4947

Office Address

4265 Fallon Street Suite 3a
Bozeman, MT 59718opens in a new window

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