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Business Profile

Financial Services

Granite Peak Wealth Advisors
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(406) 756-8650
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

About

Overview

Granite Peak Wealth Advisors

4 Sunset Plz Ste 100

Kalispell, MT 59901-3662

View Headquarters

BBB Accredited Since: 6/25/2019

Years in Business: 6

BBB Accreditation & Rating

Granite Peak Wealth Advisors is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Granite Peak Wealth Advisor is an Ameriprise Financial Services Inc franchise wealth adviser that offers financial services, advice and consultation regarding investments, retirement Income, wealth preservation, and retirement planning strategies. 

Products and Services

Investment Adviser and Broker, Wealth Management Adviser, Financial Services, Private Wealth Adviser

Business Details

Local BBB:
BBB Great West + Pacific
BBB File Opened:
5/11/2024
Business Started:
4/18/2018
Business Started Locally:
4/18/2018
Type of Entity:
Sole Proprietorship
Alternate Names:
Jared Lee Losing, Ameriprise Financial Services Adviser
Business Management:
Mr. Jared Losing, Investment Representative
Number of Employees:
10

Additional Contact Information

Principal Contacts
Mr. Jared Losing, Investment Representative
Customer Contacts
Mr. Jared Losing, Investment Representative
Fax numbers
Primary Fax: (406) 541-2109
Additional Phone Numbers
Other Phone: (406) 541-2100
Additional Websites
Website 1
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Investment Management

Industry Tip

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BBB Tip: How to shop for financial services

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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