How to Apply
To obtain your Investment Advisor license in Montana, you must first complete the state-mandated pre-licensing education requirements. Montana requires all applicants to pass the Series 65 or Series 66 Exam before submitting their application to the state licensing board. The application process in MT is straightforward but requires careful attention to detail and documentation.
Requirements
Before applying for a Investment Advisor license in Montana, ensure you meet all eligibility criteria. MT requires candidates to have completed the necessary educational coursework and accumulated the required training hours. All applicants must pass a comprehensive background check and provide proof of identity. Successfully passing the Series 65 or Series 66 Exam is a non-negotiable requirement in Montana.
Fees & Costs
Montana sets the Investment Advisor license application fee at $500. This is a one-time fee for new applicants in MT. Additional costs may include fingerprinting fees, background check fees, and exam registration. The total out-of-pocket cost for new licensees in Montana typically ranges from $500 to $700.
License Fee Calculator — Investment Advisor in Montana
Renewal Process
License renewal for Investment Advisor professionals in Montana occurs on a 1-year cycle. MT charges a renewal fee of $350 and mandates continuing education as part of the renewal process. It is recommended to begin the renewal process in Montana at least 60 days before your license expires to ensure uninterrupted practice.
License Expiry Calculator — Investment Advisor in MT
Enter your license issue date to see when renewal is due. Montana requires renewal every 1 year.
Additional Information
Working as a Investment Advisor in Montana offers numerous opportunities for career growth and professional development. MT has a robust job market for licensed professionals in this field. The state board actively works to streamline the licensing process while maintaining rigorous standards. Montana also participates in interstate licensing compacts, which may facilitate practice across state lines for qualified Investment Advisor professionals.
Document Checklist — Investment Advisor
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Frequently Asked Questions
License Reciprocity: Can I Use My Montana Investment Advisor License in Other States?
Reciprocity varies by state. Always verify with the destination state's licensing board before practicing.
| Destination State | Reciprocity | Notes |
|---|---|---|
| Alaska (AK) | Partial | AK requires additional exam or paperwork for MT license holders. |
| Alabama (AL) | Full | AL accepts MT Investment Advisor license via reciprocity agreement. |
| Arizona (AZ) | None | AZ does not recognize MT Investment Advisor license. Full re-application required. |
| Arkansas (AR) | Partial | AR requires additional exam or paperwork for MT license holders. |
| Colorado (CO) | None | CO does not recognize MT Investment Advisor license. Full re-application required. |
| Delaware (DE) | None | DE does not recognize MT Investment Advisor license. Full re-application required. |
| California (CA) | None | CA does not recognize MT Investment Advisor license. Full re-application required. |
| Florida (FL) | Partial | FL requires additional exam or paperwork for MT license holders. |
Where to File Locally in Montana
Visit a licensing department office near you for in-person assistance.
Helena
301 S Park Ave, Helena, MT 59601
(406) 444-6880
Mon-Fri 8:00 AM - 5:00 PM
Billings
210 N 27th St, Billings, MT 59101
(406) 657-8200
Mon-Fri 8:00 AM - 5:00 PM
Missoula
435 Ryman St, Missoula, MT 59802
(406) 552-6000
Mon-Fri 8:00 AM - 5:00 PM
Great Falls
2 Park Dr S, Great Falls, MT 59401
(406) 455-8450
Mon-Fri 8:00 AM - 5:00 PM
Bozeman
121 N Rouse Ave, Bozeman, MT 59715
(406) 582-2300
Mon-Fri 8:00 AM - 5:00 PM
Official Montana Resources
Always verify requirements directly with the Montana state board. Regulations may change.
Montana Licensing Board
https://boards.bsd.dli.mt.gov
Contact Phone
(406) 444-6880
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US License Guide is a private informational resource and is not affiliated with, endorsed by, or connected to any federal, state, or local government agency. The information provided on this website is for general guidance purposes only and should not be considered legal or professional advice. Licensing requirements, fees, and procedures may change without notice. Always verify current requirements directly with your state's official licensing board before making any decisions. Use of this site does not create any professional-client relationship.