Jill Tripp is a CFP-designated registered investment advisor at Pathfinder Planning and Investments, based in Missoula, MT, with 22 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 79 clients with $120M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
27 Fort Missoula Rd., Suite 1, Missoula, MT, 59804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill is a member of JT Squared LLC, a property holding company now under contract for sale, and spends minimal time on annual tasks. She also provides light bookkeeping and property information tracking services to a client for a few hours per month.
Employment History
Current Registrations
Pathfinder Planning and Investments
Previous Registrations
Core Planning
Stewart & Associates
F. Stewart & Associates, P.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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