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Our financial advice team


Chet Morris, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Chet Morris

ChFC®

Financial Advisor

Granite Peak Wealth Advisors
27
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 Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Wealth Preservation Strategies

Interests

I enjoy spending time with my wife and daughter, reading, hiking, paddling and biking.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Series - 7
  • Series - 63
  • Montana Securities and Insurance Licensing

Education

  • MS University of Utah
  • BS Utah State University

Professional associations

  • Hamilton Chamber of Commerce - Member
  • Missoula Chamber of Commerce - Member
  • National Association of Insurance and Financial Advisors (NAIFA)

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