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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 12, 2026

Application Fee

See agency

Exam Requirement

State-approved exam

Renewal Cycle

See board renewal rules

Licensing Blueprint for Financial Advisor in Montana

Estimated timeline: 6-24 months

Core Requirements

  • License Type: Stand-alone license
  • Education: Varies by state board
  • Examination: State-approved exam
  • Application Fee: See agency

Application Snapshot

  1. Licensing Authority

    Education Liscensure Unit • Office of Public Instruction

  2. Current Filing Fee

    See agency

  3. Renewal Cycle

    See board renewal rules

  4. Salary Position

    $96,670 median (5% below national)

  5. State Salary Rank

    #26 of 50 states

Step-by-Step Process (4)

  1. 1. Meet baseline eligibility requirements.
  2. 2. Complete approved education/training requirements.
  3. 3. Pass required exam(s) and submit application.
  4. 4. Maintain and renew license according to board rules.

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 6-24 months.

State Hiring Climate (QCEW)

Rising

QoQ Employment Change

+3.6%

Average Weekly Wage

$1,173

Median annual salary

$96,670

Hourly estimate

$46.48
5% below national median

Difference: -$5,470

Percentile Distribution

Annual compensation
  • P1010th percentile$52,340
  • P2525th percentile$73,560
  • P50Median$96,670
  • P7575th percentile$208,130
  • P9090th percentileN/A

State vs National Median

State: $96,670
National: $102,140

Total employment: 480 | Annual openings: N/A

Financial Advisor Salary Ranking

#26 of 50 statesfor Financial Advisor median salary
RankStateMedian Salary
#1New York167,970
#2Idaho136,440
#3California128,650
#4Delaware128,170
#5New Jersey123,690

Nearby States Comparison

Financial Advisor licensing across the region
StateMedian SalaryEducationExamTimeline
Montana$96,670Varies by state boardState-approved exam6-24 months
North Dakota$98,990No educational requirementsThird-party exam required6-24 months
South Dakota$123,380Varies by state boardState-approved exam6-24 months
Wyoming$102,140No educational requirementsNo exam required6-24 months
Idaho$136,440Varies by state boardState exam required6-24 months

License by Endorsement

Transfer requirements are state-specific. Use this quick matrix as a planning signal, then verify final endorsement rules with each board.

StateReciprocity ScoreTierNotes
Montana78HighBoard-specific review required.
North Dakota54LowState-specific exam conditions may apply. Documented experience may be required.
South Dakota78HighBoard-specific review required.
Wyoming54LowState-specific exam conditions may apply. Documented experience may be required.
Idaho62MediumState-specific exam conditions may apply. Background check or criminal history review is indicated.
  • License status indicator: Active.
  • Reciprocity and transfer rules vary by state board. Verify directly with the agency.

Official Licensing Agency

Education Liscensure Unit • Office of Public Instruction

PO Box 202501, Helena, MT, 59620-2501

Phone: 4064443150

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Related Careers in Montana

ProfessionMedian SalaryEducationTimeline
Architect$82,670No educational requirements6-24 months
Certified Public Accountant$74,400Degree required6-24 months
Civil Engineer$80,390No educational requirements6-24 months
Funeral Director$49,140Degree required6-24 months

FAQ

How long does it take to become a Financial Advisor in Montana?

Most applicants finish the licensing path in about 6-24 months, 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. License status indicator: Active. 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/.