Broker Check

Team

Regardless of your life stage, income or goals, Brian Lethert can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Brian Lethert, CRPC

President

(406) 657-9621

(406) 652-7724

blethert@wradvisors.com

I’ve been a Financial Advisor with Waddell & Reed since 1998 and have over 20 years of industry experience guiding clients through the ever changing financial landscape.  As a Financial Advisor I can offer investments, access to insurance, comprehensive planning, estate strategies, or general counsel on various financial topics.  Whether you are preparing for a milestone event such as retirement or college, or seeking advice on strategies and transitions, basic or complex, I can help!

On a personal side I’ve been married to my wife Kelli since 2004 and we have 3 beautiful daughters.  In our free time we like to enjoy the great outdoors that Montana has to offer.  We spend our summers camping and boating and the other 9 months of the calendar year is usually filled with school sports.

 

01/19

Christine Kautzman

Associate

cmkautzman@wradvisors.com

Christine comes from a ranching family in central Montana.  She attended Montana State University where she earned a Bachelor of Science in Ag Business.  She started her career in the Pharmaceutical industry and later became a licensed insurance agent for Life, Health, Personal and Commercial lines. 

Her background makes for an easy transition into financial services with a focus on problem solving, customer service, and building lasting relationships.

 

Christine is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisor, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  01/19