CONTACT US
We look forward to hearing from you!
Stop by one of our locations, call us at 406.586.0817 or submit an inquiry using the contact form below!
Bozeman
Bozeman, MT 59715
Phone: 406.586.0817 | Fax: 406.587.2710
Helena
1400 Prospect Ave.
Helena, MT 59601
Phone: 406.457.4010 | Fax: 406.587.2710
Missoula
1821 South Ave West
Missoula, MT 59801
Phone: 406.541.3788 | Fax: 406.587.2710
Great Falls
Phone: 406.993.8076
COMPLEX INVESTING MADE SIMPLE.

MAILING ADDRESS
PO Box 11503
Bozeman, MT 59719
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Opportunity Bank of Montana and Montana Wealth Management are not registered as a broker/dealer or registered investment advisor. Registered representatives of LPL offer products and services using the name Montana Wealth Management and may also be employees of Opportunity Bank of Montana. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliated with Opportunity Bank of Montana and Montana Wealth Management. Securities and insurance products offered through LPL or its affiliates are:
NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
The representative(s) associated with this site may discuss and/or transact business with residents of AK, AZ, CA, CO, CT, FL, GA, ID, IN, MA, ME, MI, MN, MO, MT, ND, NE, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, VT, WA, WI, WY.
BOZEMAN
1455 West Oak St.
Bozeman, MT 59715
P: 406.586.0817
F: 406.587.2710
HELENA
1400 Prospect Ave.
Helena, MT 59601
P: 406.457.4010
F: 406.587.2710
MISSOULA
1821 South Ave West
Missoula, MT 59801
P: 406.541.3788
F: 406.587.2710