Jordan Husted, Financial Advisor located in Great Falls, MT

Financial Advisor
Jordan L Husted

MS, CFP®, CPWA®, CEPA®, AAMS®
501 1st Ave South, Great Falls, MT 59401opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Physicians
  • Estate & Legacy Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Suzanne Overcast
    Sr. Branch Office Administrator
  • Karen Enseleit
    Sr. Branch Office Administrator
  • Sya Herzog
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(406) 727-1111

Fax

(888) 305-7380

Office Address

501 1st Ave South
Great Falls, MT 59401opens in a new window

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