Jack R. Sauther

MONTANA LANDVEST

Bozeman, MT 59715

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CRD#: 5107401

Professional summary

Jack Ray Sauther is a registered financial advisor currently at MONTANA LANDVEST, INC. located in Bozeman, Montana.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jack has worked at 5 firms and has passed the Series 65, Series 63, Series 62 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 100% OWNER/REALTOR OF "TOP HAND REALTY ADVISORS, INC." OFFERING NON-SECURITIZED REAL ESTATE SERVICES SINCE 2012 FOR COMMERCIAL REAL ESTATE SALES. NON-INVESTMENT RELATED. APPROXIMATELY 98% TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Ray Sauther's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 20, 2015 - Present

MONTANA LANDVEST, INC.

Office #1: 403 West Main Street Suite 1, Bozeman, MT 59715

RIA

CRD#: 222511

Bozeman, MT

Past

May 15, 2007 - October 31, 2013

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

BOZEMAN, MT

Past

May 2, 2007 - October 31, 2013

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

BOZEMAN, MT

Past

April 13, 2007 - May 2, 2007

OMNI BROKERAGE, INC.

CRD#: 16878

SOUTH JORDAN, UT

Past

January 30, 2007 - April 12, 2007

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

BOZEMAN, MT

Past

September 7, 2006 - February 1, 2007

CANYON CREEK FINANCIAL, LLC

CRD#: 139306

SALEM, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Montana
(8/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 4/13/2009

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 9/6/2006

Direct Participation Programs Representative Examination

Current Firm

MONTANA LANDVEST, INC.

CRD#: 222511 / SEC#:

Montana

Registered Investment Advisory firm - (8/20/2015 Approved)

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Contact information

Main Address

403 West Main Street Suite 1, Bozeman, MT 59715

Mailing Address

Phone number

(406) 586-0356

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jack R. Sauther

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Ray Sauther's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTANA LANDVEST, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

OMNI BROKERAGE, INC.

KMS FINANCIAL SERVICES, INC.

CANYON CREEK FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2007

Series 63

Date: 3/24/2006

Series 62

Date: 4/13/2009

Series 22

Date: 9/6/2006

Current Firm

MONTANA LANDVEST, INC.

Contact information

Documents

Red Flags

Company Information

MONTANA LANDVEST, INC.

TRUST BUT VERIFY

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