JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
CRD #118867 SEC #801-62884 KALISPELL, MT 406-752-1040
SEC Registered
Total AUM
$43.3M
Discretionary
$43.3M
Employees
1
Clients
26
Accounts
173
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 19, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARD, KELLY | I | COMPLIANCE OFFICER | NA | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| JORDAHL & SLITER, PLLC | DE | MEMBER | E | Control |
| KNOPIK, JOHN MICHAEL | I | MEMBER | B | Control |
| KNOPIK, JOHN MICHAEL | I | MEMBER | B | Control |
| KNOPIK, JOHN MICHAEL | I | MEMBER | B | Control |
| KNOPIK, JOHN MICHAEL | I | MEMBER | B | Control |
| KNOPIK, JOHN MICHAEL | I | MEMBER | B | Control |
| NAIVE, SUSAN, GAIL | I | MEMBER | B | Control |
| NAIVE, SUSAN, GAIL | I | MEMBER | B | Control |
| NAIVE, SUSAN, GAIL | I | MEMBER | B | Control |
| NAIVE, SUSAN, GAIL | I | MEMBER | B | Control |
| NAIVE, SUSAN, GAIL | I | MEMBER | B | Control |
| NAIVE, SUSAN, GAIL | I | MEMBER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHULTZ, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HERGESHEIMER, DAVID | I | JORDAHL & SLITER, PLLC | F | |
| HERGESHEIMER, DAVID | I | JORDAHL & SLITER, PLLC | F | |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | Control |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | Control |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | Control |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | Control |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | Control |
| HERGESHEIMER, DAVID, CHARLES | I | JORDAHL & SLITER, PLLC | F | Control |
| JOHNSON, LARY | I | JORDAHL & SLITER, PLLC | F | Control |
| JOHNSON, LARY | I | JORDAHL & SLITER, PLLC | F | Control |
| JOHNSON, LARY, PAUL | I | JORDAHL & SLITER, PLLC | F | Control |
| JOHNSON, LARY, PAUL | I | JORDAHL & SLITER, PLLC | F | Control |
| JOHNSON, LARY, PAUL | I | JORDAHL & SLITER, PLLC | F | Control |
| JOHNSON, LARY, PAUL | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| KISLER, DONALD, EVAN | I | JORDAHL & SLITER, PLLC | F | |
| SCHULTZ, DAVID, J | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, J | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SCHULTZ, DAVID, JAMES | I | JORDAHL & SLITER, PLLC | F | Control |
| SLITER, JUSTIN, P | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, P | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F | |
| SLITER, JUSTIN, PATRICK | I | JORDAHL & SLITER, PLLC | F |
Registrations
Federal
IA
Jan 19, 2012 REGISTERED
Notice Filings (1)
MT
Address
2 SUNSET PLAZAKALISPELL, MT 59901-1600
United States
Phone: 406-752-1040