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Our financial advice team


Jeff Larson, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Jeff Larson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Granite Peak Wealth Advisors
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Montana - School of Business Administration

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

-Griz Kidz Board Member

-Walk a Mile in her Shoes

-Huddle in Heels

-The Missoula Buddy Walk

-Reading Mentor - Missoula School District

-Griz for Kids Toy Drive

-Volunteer Assistant Basketball Coach (Big Sky High School Sophmore Team '11-'12)

Interests

-Golfing

-Spending time with my family

-Skiing

-Running

-Hiking

-Bird Hunting