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Jordahl & Sliter Financial Solutions, LLC (Kalispell)


Jordahl & Sliter Financial Solutions, LLC is a large advisory firm based in Kalispell. It manages $40 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Montana.

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Jordahl & Sliter Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordahl & Sliter Financial Solutions: assets under management

The assets under management (AUM) of Jordahl & Sliter Financial Solutions, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordahl & Sliter Financial Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lary Johnson Member 1 Aug 1968 Other 4561794
Lary Paul Johnson Member 1 Aug 1968 Other 4561794
Donald Kisler Member 1 Jun 1983 Other 4561797
Donald Evan Kisler Member 1 Jun 1983 Other 4561797
David Hergesheimer Member 1 Aug 1987 Other 4561793
David Charles Hergesheimer Member 1 Aug 1987 Other 4561793
David J Schultz Member 1 Oct 1990 Other 4561789
David James Schultz Member 1 Oct 1990 Other 4561789
Justin P Sliter Member 1 Oct 2003 Other 4734205
Justin Patrick Sliter Member 1 Oct 2003 Other 4734205

Based in Kalispell

The principal office where Jordahl & Sliter Financial Solutions, LLC performs its advisory services is located at 2 Sunset Plaza, Kalispell, MT 59901 1600 The mailing address of the firm is Po Box 8600, Kalispell, MT 59904 1600. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 406-752-1040 or by fax 406-752-2578. The normal business hours are 8am - 3pm on Monday - Friday. You can find more information about the New York firm at www.js-cpa.com.


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