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portrait of Bethanie L Keim
FINANCIAL ADVISOR

Bethanie L Keim

CFP®, ChFC®, AAMS™
317 Klein Ave, Glasgow, MT 59230opens in a new window
CallSend Me a Message

About Bethanie

I grew up with a father who was a financial advisor with Edward Jones – he taught us the value of hard work, but I also learned a lot about the value of good advice. Unfortunately, at 44, he was diagnosed with Lou Gehrig's disease. I experienced firsthand the value that long-term care insurance and life insurance had on our family during this difficult time.

As most of my clients know, two of my favorite questions are: do you have an estate plan set up and do you have life insurance/long-term care? My passion in this business is not only to...

Focus Areas

  • Divorce Finances
  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

Work History

  • Edward JonesSeptember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Montana State Univ-BillingsBachelors

Team Members

  • Hannah Barras
    Sr. Branch Office Administrator
    FPQP®
  • Kathryn Colter-Potter
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(406) 228-2428

Fax

(888) 277-4845

Office Address

317 Klein Ave
Glasgow, MT 59230opens in a new window

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