406 Wealth Advisors

05/12/2026

If you’re needing to get in touch with us please text our main number at 406-228-8261. We will try our best to reach out to you during this phone outage. We apologize for any inconvenience and thank you for your patience!

08/20/2025

What a bittersweet moment for us to end the summer. We had the opportunity to bring on two stellar interns this summer - Tori Pehlke and Bergen Miller.

They brought so many creative ideas to the table, and were able to assist us all with so many tasks this summer.

We will miss you both dearly, and wish you the best during your first semester in college!

06/09/2025

It’s the start of June and summer fun, help us welcome Autum Pedersen to the Team!

Autum will be working as our new Financial Service Associate, and we are thrilled to have her as part of our 406 Wealth Advisors Team.
Some of her hobbies include enjoying Fort Peck Lake, camping, gardening, baking, restoring classic cars, working in the shop and spending time with family, friends and her two dogs.

Welcome to the team Autum we look forward to having you on board!

05/23/2025

04/10/2025

The New York Stock Exchange and our office will be closed, Friday April 18th for Good Friday. We will resume regular business hours on Monday April 21st. Thank you.

03/20/2025

“Some old-fashioned things like fresh air and sunshine are hard to beat.” – Laura Ingalls Wilder

02/17/2025

Reminder that our office and the New York Stock Exchange are closed today, Monday February 17th. We look forward to seeing you during regular business hours tomorrow.

02/13/2025

The New York Stock Exchange and our office will be closed on Monday, February 17, 2025 for President's Day. We will resume regular business hours on Tuesday February 18, 2025. Thank you.

02/11/2025

As tax documents are making their way to you it is important to remember a few things.
1. The USPS will not forward any tax documents. Make sure if you have moved that we have your current mailing address.
2. Does your accountant need your tax documents? We're happy to help! Call our office to see if we have your accountant's information on file for you.
3. Do you need to make your 2024 IRA contribution? There is still time! Contact our office to make a contribution.