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LIPPERT WEALTH MANAGEMENT

a service of D.A. Davidson & Co.

EXPERIENCE · GUIDANCE · DEDICATION

208 North Broadway, Suite 100
Billings, MT 59101
Phone:
  • (406) 248-7851

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EXPERIENCE · GUIDANCE · DEDICATION


From left to right: Bev Coop, Client Associate; Chad Lippert, CFP®, CWS®  Senior Vice President, Financial Advisor; and Linda Buckman, Cashier, Receptionist.

 

Welcome to our website. Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. Lippert Wealth Management believes a client's investments, cash flow, insurance, debt, long-term financial retirement and estate plans should all align in a carefully constructed wealth management plan. Lippert Wealth Management knows the importance of having strategic partners to accomplish clients' comprehensive wealth plans. Through D.A. Davidson & Co., we partner with other professionals in wealth planning, retirement planning, investment management, estate planning and more. Please explore our website to learn more about our team and how we can help you and your family.

In the News:

December 23, 2018-Lippert, Preston earn honors at D.A. Davidson

August 3, 2018-D.A. Davidson Market Report, Chad and daughter Gwen, Chad discusses how to save for college using 529 Plans

 June 22, 2018-D.A. Davidson Market Report, Chad and daughter Sally talk about the importance of saving

June 8, 2018-D.A. Davidson Market Report, Chad and daughter Ella talk about one important pillar of investing, the power of compounding

May 25, 2018-D.A. Davidson Market Report, Chad and son Ty talk about kids' earning and saving in their family

Lippert Receives Tom Scott Award for Leadership Excellence from Leadership Montana, April 2018

Acceptance Speech-Lippert Receives Tom Scott Award for Leadership Excellence, April 2018 - (video)

Lippert Awarded Top Honor at D.A. Davidson, December 2017

Lippert Recognized in Billings' Top "40 under Forty" List

Announcement from MSU: Chad Donates through the Montana Endowment Tax Credit

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck