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Lina Kurkowski

BIG SKY TREASURY SERVICES
LIVINGSTON, MT
·CRD# 6427851·9 years experience

Professional Summary

Lina Kurkowski, who also goes by Lina Maria Carvajal Quintero, is a registered financial advisor currently at BIG SKY TREASURY SERVICES located in Livingston, Montana. Lina is registered as a RR (Registered Representative) and started their career in finance in 2017. Lina has worked at 19 firms and has passed the SIE, Series 99TO and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lina Maria Carvajal Quintero

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

BIG SKY TREASURY SERVICES·CRD# 335519
BD
88 Pool Creek Road, Livingston, MT 59047
December 3, 2025 - Present
SMEAD FUNDS DISTRIBUTORS, LLC·CRD# 173734
BD
Portland, ME
January 29, 2018 - November 14, 2019
STERLING CAPITAL DISTRIBUTORS, LLC·CRD# 103934
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE DISTRIBUTION SOLUTIONS, LLC·CRD# 118787
BD
Portland, ME
January 29, 2018 - November 14, 2019
ORBIS INVESTMENTS (U.S.), LLC·CRD# 172663
BD
Portland, ME
January 29, 2018 - November 14, 2019
NORTHERN FUNDS DISTRIBUTORS, LLC·CRD# 45943
BD
Portland, ME
January 29, 2018 - November 14, 2019
MGI FUNDS DISTRIBUTORS, LLC·CRD# 35682
BD
Portland, ME
January 29, 2018 - November 14, 2019
IMST DISTRIBUTORS, LLC·CRD# 130745
BD
Portland, ME
January 29, 2018 - November 14, 2019
FUNDS DISTRIBUTOR, LLC·CRD# 7174
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE INVESTMENT SERVICES, LLC·CRD# 30016
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE GLOBAL SERVICES, LLC·CRD# 147382
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE FUNDS DISTRIBUTORS LLC·CRD# 31334
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE FINANCIAL SERVICES, LLC·CRD# 148477
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE DISTRIBUTION SERVICES, L.P.·CRD# 15634
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE ASSOCIATES, LLC·CRD# 13494
BD
Portland, ME
January 29, 2018 - November 14, 2019
FAIRHOLME DISTRIBUTORS, LLC·CRD# 150987
BD
Portland, ME
January 29, 2018 - November 14, 2019
COMPASS DISTRIBUTORS, LLC·CRD# 172662
BD
Portland, ME
January 29, 2018 - November 14, 2019
BD COMPLIANCE SOLUTIONS, LLC·CRD# 30188
BD
Portland, ME
January 29, 2018 - November 14, 2019
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Portland, ME
June 8, 2017 - March 28, 2023

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Current Firm

BS
BIG SKY TREASURY SERVICES

BIG SKY TREASURY SERVICES | NONE | BIG SKY TREASURY SERVICES, LLC

CRD#: 335519 / SEC#: 8-71351
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

88 Pool Creek Road, Livingston, MT 59047

Mailing Address

88 Pool Creek Road, Livingston, MT 59047

Phone Number

(301) 520-7549

Established

Delaware since 01/01/2025

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (2 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BIG SKY ASSOCIATES, LLCOWNER—
BERTHY, RICHARD JOHNCEO1341368
DOLAN, ERIK JCCO3161467
KURKOWSKI, LINAFINOP6427851

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 27 — Financial and Operations Principal Examination

Passed Jun 2017About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Lina Kurkowski's CRS (Customer Relationship Summary).

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