Rose M. Zealand
Professional summary
Rose Mary Zealand, who also goes by Rose Mary Peterson, Rose M Tocke, Rose Mary Tocke, Rose Tocke, is a registered financial advisor currently at GOLDEN THREAD COLLABORATIVE, LLC located in Helena, Montana.
Rose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Rose has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rose Mary Zealand's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 2026 - Present
GOLDEN THREAD COLLABORATIVE, LLC
June 6, 2024 - June 9, 2025
KAHLER FINANCIAL GROUP, INC.
August 18, 2023 - June 4, 2024
MAIA WEALTH
March 24, 2017 - May 24, 2022
EDWARD JONES
December 21, 2016 - May 24, 2022
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2026)
(1/22/2026)
Exams
Current Firm
GOLDEN THREAD COLLABORATIVE, LLC
CRD#: 337901 / SEC#:
Contact information
Red Flags
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