First Interstate Wealth Management

Investment Services

Health Concerns

There’s no such thing as “one-size-fits-all” when it comes to planning for the future. You have unique needs, and here at First Interstate Investment Services, we understand that. Our team members provide complimentary consultations and customized investment strategies tailored to your specific needs.

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At First Interstate Investment Services, we take pride in helping you set and achieve your financial goals. Together with Cetera Investment Services, we can meet all of your investment and financial needs under one roof. You can even transfer money directly between your investment accounts and your First Interstate Bank checking or savings accounts!

First Interstate Investment Services provides the products and services of a full-service investment firm with personal attention you can appreciate.

Stocks and bonds are the core of securities markets across the world. Stocks can be strong investments to grow portfolios; bonds can be attractive as income-producing investments. Let our experienced team help you find the stocks and bonds that best fit your investment goals.

Liquidity and diversification are just two of the advantages of investing in Mutual Funds. Another is simplicity, which often makes Mutual Funds a good option for small investors. Contact one of our experienced professionals to find out if a Mutual Fund is the right investment tool for you.

Investors should carefully consider the investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus will be available at the seminar or obtained from a Registered Representative. Please read the prospectus carefully before investing.

Investing in annuities now may help fund your retirement later. For certain investors, annuities can be an exceptional fit, while for others they may not be the best option. We can help you determine if an annuity is suitable for you, and if so, which ones best fit your needs

  • Immediate vs. Deferred Annuities
  • Fixed vs. Variable Annuities
  • With Withdrawal Penalties vs. Without Withdrawal Penalties*

Variable Annuities are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus will be available at the seminar or obtained from a Registered Representative. Please read the prospectus carefully before investing.

* Penalties may apply for early withdrawal. 10% IRS penalty may also apply to withdrawal prior to age 59-1/2.

Securities and insurance products are offered by, and representatives are registered with Cetera Investment Services LLC, Member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with First Interstate Bank or its related companies. View Cetera Investment Services’ privacy policy and other important information. OSJ: 25 E. Lyndale Ave., Helena, Montana 59601.

Securities and insurance products are: * Not FDIC insured * May lose value * Not guaranteed by First Interstate Bank * Not a deposit * Not insured by any federal government agency. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.