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portrait of Chad T Bunting
FINANCIAL ADVISOR

Chad T Bunting

CFP®
2000 S 3rd Ave Suite D, Bozeman, MT 59715opens in a new window
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About Chad

As an Edward Jones financial advisor and a CFP® professional, I understand how important it is for you to have confidence in your financial future. My outstanding team utilizes an established process that begins by asking what's important to you and why. We then develop financial strategies custom tailored to your vision and life goals. When necessary, and with your permission, we will coordinate with your other trusted professionals, such as accountants and attorneys, to deliver comprehensive advice and guidance that leverages everyone's expertise.

We work with clients across more than 20 states including:

- High-net-worth families with complex financial needs
-...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJanuary 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of California-BerkeleyBachelors

Personal Interests

  • Spending Time with Family
  • Hunting
  • Fishing
  • Baseball
  • Archery

Team Members

  • Lyssa Niles
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(406) 577-2754

Fax

(888) 667-4506

Office Address

2000 S 3rd Ave Suite D
Bozeman, MT 59715opens in a new window

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