Application Fee
See agencyVerified by MT Board of Business
Financial Advisor Licensing in Montana
Review current requirements, exam details, renewal cycle, and salary outlook for financial advisor in Montana, including See agency and board contact links.
Last verified: Feb 17, 2026
Current
Exam Requirement
State-approved examRenewal Cycle
See board renewal rulesLicensing Blueprint for Financial Advisor in Montana
Estimated timeline: Varies by boardCore Requirements
- 1
Education: Varies by state board.
- 2
License Type: Stand-alone license.
Exam and processing details
- State-approved exam
Application Snapshot
- Licensing Authority
Education Liscensure Unit • Office of Public Instruction
- Current Filing Fee
See agency
- Renewal Cycle
See board renewal rules
- Salary Position
$96,670 median (5% below national)
- State Salary Rank
#26 of 50 states
Step-by-Step Process (4)
- 1. Meet Montana eligibility requirements for Financial Advisor licensure.
- 2. Complete required education or training (Education: Varies by state board.).
- 3. Pass required examination steps: State-approved exam.
- 4. Submit the application to Education Liscensure Unit~Office of Public Instruction and monitor board communications.
Salary Insights in Montana
With a median salary of $96,670, Financial Advisors in Montana earn 5% below the national median of $102,140. Montana ranks #26 among 50 states. The typical licensing timeline is Varies by board.
State Hiring Climate (QCEW)
RisingQoQ Employment Change
+3.6%Average Weekly Wage
$1,173Median annual salary
$96,670Hourly estimate
$46.485% below national median
Difference: -$5,470
Percentile Distribution
Annual compensationFinancial Advisor Salary Ranking
#26 of 50 statesfor Financial Advisor median salary
| Rank | State | Median Salary |
|---|---|---|
| #1 | New York | $167,970 |
| #2 | Idaho | $136,440 |
| #3 | California | $128,650 |
| #4 | Delaware | $128,170 |
| #5 | New Jersey | $123,690 |
Nearby States Comparison
Financial Advisor licensing across the region| State | Median Salary | Education | Exam | Timeline |
|---|---|---|---|---|
| Montana | $96,670 | Varies by state board | State-approved exam | Varies by board |
| North Dakota | $98,990 | No educational requirements | Third-party exam required | Varies by board |
| South Dakota | $123,380 | Varies by state board | State-approved exam | Varies by board |
| Wyoming | $102,140 | No educational requirements | No exam required | Varies by board |
| Idaho | $136,440 | Varies by state board | State exam required | Varies by board |
License by Endorsement
Transfer requirements are state-specific. Use this quick matrix as a planning signal, then verify final endorsement rules with each board.
| State | Reciprocity Score | Tier | Notes |
|---|---|---|---|
| Montana | 78 | High | Board-specific review required. |
| North Dakota | 68 | Medium | State-specific exam conditions may apply. |
| South Dakota | 78 | High | Board-specific review required. |
| Wyoming | 68 | Medium | State-specific exam conditions may apply. |
| Idaho | 68 | Medium | State-specific exam conditions may apply. |
- Reciprocity and transfer rules vary by state board. Verify directly with the agency.
Official Licensing Agency
Official website verified
Education Liscensure Unit • Office of Public Instruction
PO Box 202501, Helena, MT, 59620-2501
Phone: 4064443150
Related Careers in Montana
| Profession | Median Salary | Education | Timeline |
|---|---|---|---|
| Architect | $82,670 | No educational requirements | Varies by board |
| Audio and Video Technicians | $43,500 | Degree required | Varies by board |
| Certified Public Accountant | $74,400 | Degree required | Varies by board |
| Civil Engineer | $80,390 | No educational requirements | Varies by board |
FAQ
How long does it take to become a Financial Advisor in Montana?
Most applicants finish the licensing path in about Varies by board, but timing can change based on education track, exam scheduling, and board processing.
What is the typical Financial Advisor salary in Montana?
The median annual salary for Financial Advisors in Montana is $96,670.
How does the Financial Advisor salary in Montana compare to the national average?
Financial Advisors in Montana earn 5% below the national median of $102,140, with a state median of $96,670.
How many Financial Advisors work in Montana?
Montana employs approximately 480 Financial Advisors according to BLS data.
Can I transfer my Financial Advisor license to Montana from another state?
Transfer requirements vary by board. Reciprocity and transfer rules vary by state board. Verify directly with the agency.
Who is the licensing agency for Financial Advisors in Montana?
The licensing agency is Education Liscensure Unit / Office of Public Instruction. Review agency details at https://opi.mt.gov/.
How often do you renew a Financial Advisor license in Montana?
Current guidance indicates a renewal cycle of See board renewal rules.