State Retirement Systems Butte MT

Retirement is the time to relax and enjoy life, but every retiree should know there benefits and should have a clear plan to stay financial secure. Different state employees can receive different retirement plans depending upon the job they held and the amount of years in the state system. Listed below are companies that can assist with your retirement plan.

Mr. Bradley B Cederberg, CFP®
(406) 782-8321
49 N Main St
Butte, MT
Firm
D.A. Davidson & Co.

Data Provided By:
Wells Fargo - Butte Uptown
(406) 533-7042
202 N Main St
Butte, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-05:00 PM
Sat-Sun Closed

US Bank - Butte Office
(406) 496-4000
10 S Main St
Butte, MT
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:00 pm

Brenda Way Rubino, CFP®
(406) 761-8888
1500 10th Ave S
Great Falls, MT
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Charles A. Griffith, CFP®
(406) 586-8581
2075 Charlotte St
Bozeman, MT
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. Bruce S Graving, CFP®
(406) 723-8686
65 E Broadway St
Butte, MT
Firm
Thrivent Financial for Luthera
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Wells Fargo - Butte South
(406) 533-7030
3650 Harrison Ave
Butte, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-05:30 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Robert Frey
Professional Financial Management, Inc.
(406) 587-1604
945 Technology Blvd., Suite 102
Bozeman, MT
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

Mr. Gregory L. Schmautz, CFP®
(406) 728-3916
306 Railroad St W
Missoula, MT
Firm
Waddell & Reed Financial Servi
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Roger Timothy Roy, CFP®
(406) 541-8104
105 N Higgins Ave
Missoula, MT
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

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