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Pinnacle Financial Advisors

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Pinnacle Financial Advisors

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Montana

Montana

Across Montana and throughout the Northwest, our team members and clients are working with local organizations to accomplish amazing work to serve those who need it most.

We believe in giving back and being actively involved in the local community. We work together with our clients to offer help where it's needed most. We provide opportunities both within our practice and through our client relationships to express gratitude in meaningful, intentional and purposeful ways.


Our team members understand the values, opportunities and challenges within our community and we are proud to partner with organizations including:


  • York Fire & Rescue – holds the 38 Special Bike Ride to support their volunteer department. As an Aid Station sponsor, our volunteers provide cheer on and help the riders.
  • Intermountain – provides hope and healing through mental and behavioral health services. Our volunteers created a tree and live auction package for their Festival of Trees fundraiser.
  • Helena Food Share – provides food assistance programs. Our volunteers helped assemble Kid Packs for 1,200 area elementary school children each week.
  • Promise686 Montana – helps churches support families with kids in need. Our volunteers donated shoes for children in foster care and helped organize the local Foster Boutique.
  • Friendship Center of Helena - resource for addressing & preventing domestic violence, sexual assault & stalking. Our volunteers donated current & high need wish list items including food for motel stays.
  • Montana Supporting Military – sends care packages to local troops around the world. Our volunteers built holiday packages filled with needed items, decorations & handwritten cards. 
  • Bob's Pantry - a food pantry located at Helena Middle School for food insecure students. Coordinate with a local church to provide "Blessing Baskets" which contain all food items needed for a Thanksgiving dinner.
  • God’s Love – supports homeless and low-income individuals. Our volunteers installed storage shelves, organized the donation room and painted the dining area.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity. 

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. 

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 

Not all team members may provide all products, programs and services in all states. 

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. 

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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