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portrait of Wayne M Wallace
FINANCIAL ADVISOR

Wayne M Wallace

CFP®, AAMS™
2526 Shiloh Rd Suite 5, Billings, MT 59106opens in a new window
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About Wayne

Did you recently change jobs? Have your retirement plans or insurance needs changed? Do you have an income plan for retirement? I can help you develop and refine investment strategies to achieve your goals and protect what is most important to you.

I believe that, “when you know where you are going, you’ll get there faster.” It is important on any journey to know where you are, where you want to go, how you want to get there and when.

In retirement planning, the same principle applies. That is why I invest my time to deeply understand what is most important to...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesOctober 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • College for Financial PlanningMaster of Science
  • US Military Academy-West PointBachelor of Science

Team Members

  • Julie Louk
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(406) 254-7048

Fax

(800) 447-4690

Office Address

2526 Shiloh Rd Suite 5
Billings, MT 59106opens in a new window

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