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MG

Michael J. Gammill

EXPAND FINANCIAL GROUP
Bozeman, MT 59715
Some features on this profile are disabled
CRD#: 6741624
MG

Professional summary

Michael James Gammill is a registered financial advisor currently at EXPAND FINANCIAL GROUP, LLC located in Bozeman, Montana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Gammill's CRS (Customer Relationship Summary).
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

May 3, 2018 - Present

EXPAND FINANCIAL GROUP, LLC

Office #1: 3256 Gardenbrook Lane, Bozeman, MT 59715
RIA
CRD#: 293160
Bozeman, MT
Past

June 21, 2017 - February 23, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
BOZEMAN, MT
Past

May 24, 2017 - February 22, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
BOZEMAN, MT

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
(5/4/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/22/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/2017
General Securities Representative Examination

Current Firm

EF
EXPAND FINANCIAL GROUP, LLC
EXPAND FINANCIAL GROUP, LLC | FPF, LLC | FIRST PRINCIPLE FINANCIAL

CRD#: 293160 / SEC#: 801-134940

Arizona
Registered Investment Advisory firm - (3/11/2022 Approved)
California
Registered Investment Advisory firm - (10/11/2018 Approved)
Florida
Registered Investment Advisory firm - (12/11/2023 Approved)
Idaho
Registered Investment Advisory firm - (5/19/2022 Approved)
Louisiana
Registered Investment Advisory firm - (8/10/2018 Approved)
Montana
Registered Investment Advisory firm - (4/16/2019 Approved)
Nevada
Registered Investment Advisory firm - (8/7/2023 Approved)
Ohio
Registered Investment Advisory firm - (8/11/2021 Approved)
Oregon
Registered Investment Advisory firm - (11/14/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/5/2021 Approved)
Tennessee
Registered Investment Advisory firm - (10/21/2020 Approved)
Texas
Registered Investment Advisory firm - (10/10/2018 Approved)
Washington
Registered Investment Advisory firm - (5/14/2024 Approved)
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Contact information

Main Address
Burleson, TX
Mailing Address
11805 Hassop Lane Unit 2102, Burleson, TX 76028
Phone number
(916) 521-5451
Established
Firm type
Fiscal year end
# of Employees
11

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXPAND FINANCIAL GROUP ADV PART 2A (11/12/2025)

Regulatory assets under management

Total Number of Accounts710
AUM (Assets Under Management)$ 106,807,419

Red Flags

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.

Company Information

EXPAND FINANCIAL GROUP, LLC

CRD#: 293160Bozeman, MT 59715

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