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Montana Financial Services Directory

Your complete guide to financial regulators, tax agencies, consumer protection offices, and more in Montana (MT). Capital: Helena.

Banking Regulator

Montana’s official banking regulator office and contact information.

Montana Division of Banking and Financial Institutions

Regulates state-chartered banks, credit unions, and other financial institutions in Montana.

Address: 301 South Park Avenue, Suite 316, Helena, MT 59601
Phone: (406) 841-2920

Tax Agency

Montana’s official tax agency office and contact information.

Montana Department of Revenue

Administers Montana's tax laws including income tax and property tax. Montana has no sales tax.

Address: 125 North Roberts Street, Helena, MT 59601
Phone: (406) 444-6900

Consumer Protection

Montana’s official consumer protection office and contact information.

Montana Attorney General - Office of Consumer Protection

Handles consumer complaints and enforces consumer protection laws in Montana.

Address: 215 North Sanders, Helena, MT 59601
Phone: (406) 444-4500

Securities Regulator

Montana’s official securities regulator office and contact information.

Montana State Auditor - Securities Division

Regulates the offer and sale of securities and the securities industry in Montana.

Address: 840 Helena Avenue, Helena, MT 59601
Phone: (406) 444-2040

Insurance Commissioner

Montana’s official insurance commissioner office and contact information.

Montana State Auditor - Insurance Division

Regulates the insurance industry and protects insurance consumers in Montana.

Address: 840 Helena Avenue, Helena, MT 59601
Phone: (406) 444-2040

Additional Resources

Additional financial resources and industry associations in Montana.

Montana Bankers Association

Registered Investment Advisors in Montana

SEC-registered investment advisory firms operating in Montana.

D.A. Davidson

Wealth management, investment banking, equity research

CRD #: 156
Address: 8 Third Street North, Great Falls, MT 59401
AUM: $96B

Glacier Wealth Management

Financial planning, investment advisory, retirement planning

CRD #: 166890
Address: 49 Commons Loop, Kalispell, MT 59901
AUM: $1.2B

Stockman Wealth Management

Wealth management, retirement planning, estate planning

CRD #: 172560
Address: 119 E Broadway, Butte, MT 59701
AUM: $580M

FDIC-Insured Banks in Montana

Major banks with significant branch presence in Montana.

Glacier Bancorp

FDIC Cert #: 33020
Address: 49 Commons Loop, Kalispell, MT 59901
Total Assets: $28B
Branches in Montana: 90

Stockman Bank

FDIC Cert #: 27452
Address: 119 E Broadway, Butte, MT 59701
Total Assets: $3.2B
Branches in Montana: 32

First Security Bank

FDIC Cert #: 32570
Address: 120 Ellis Street, Missoula, MT 59801
Total Assets: $1.8B
Branches in Montana: 18

Credit Unions in Montana

NCUA-insured credit unions serving Montana residents.

Whitefish Credit Union

Charter #: 62463
Address: 109 Central Avenue, Whitefish, MT 59937
Total Assets: $2.8B
Members: 85,000

Missoula Federal Credit Union

Charter #: 62458
Address: 3600 Brooks Street, Missoula, MT 59801
Total Assets: $1.2B
Members: 55,000

Data Sources: Investment advisor data from SEC IAPD. Bank data from FDIC BankFind. Credit union data from NCUA. Last verified: March 2026.

Disclaimer: This directory is provided for informational purposes only. Addresses, phone numbers, and office hours are subject to change. We recommend verifying details directly with each agency before visiting or calling. Last updated: March 2026. myUSFinance is not affiliated with any government agency.

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