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Gage Legare

Advisor at Brooklyn FI, LLC

Updated today

Location

Glasgow, MT

Credentials

CFP®, Series 65

Industry experience

5 years

About

Gage Legare is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.

Client services

Based on Brooklyn FI, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Brooklyn FI, LLC

Passive / index investing College savings (529s, UTMA, etc.) Wealth management

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Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%

Subscriptions

Comprehensive Financial Planning monthly fees ranging from $500 to $2,000 based on complexity and needs, paid annually in advance, negotiable

Other

Minimum fee: Comprehensive Financial Planning minimum annual fee typically ranging from $6,000 to $24,000, negotiable Fee-only: Comprehensive Financial Planning fees ranging from $500 to $2,000 per month paid annually in advance; Educational seminars fees range from free to $25,000 per seminar

Location

Glasgow, MT

Most active in

Montana · New York

Work history

Brooklyn FI

2024 - Present (2 years)

Stewart & Associates, PLLC

2019 - 2024 (5 years)

Trade Risk Guarantee

2019 - 2019 (1 year)

Shore to Summit Wealth Management

2018 - 2019 (1 year)

Reds Baseball Organization

2017 - 2017 (1 year)

Western Area Power Administration

2017 - 2017 (1 year)

Mattress Firm

2016 - 2016 (1 year)

Ressler Motors

2016 - 2016 (1 year)

Western Area Power Administration

2016 - 2016 (1 year)

Riverside Country Club

2016 - 2016 (1 year)

Montana State University

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arron F

CFP®, Series 66

Glasgow, MT

Edward Jones

Arron Franzen is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Glasgow, MT, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Community Bank for 12 years and has been involved with the Montana Officials Association as a volleyball and basketball referee since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Michael Y

Series 66

Valler, MT

Raymond James & Associates

Michael Yakos is a financial advisor with Raymond James & Associates in Muncie, Indiana, holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Keil K

Series 66

Glasgow, MT

Edward Jones

Keil Krumwiede is a financial advisor with Edward Jones in Glasgow, MT, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021. Outside of advising, he is the CEO of a maintenance-focused business, Middle of Nowhere Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets and operating through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Sam B

Series 66

Glasgow, MT

LPL Financial

Sam Brelje is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Madelyn D

Series 66

Glasgow, MT

Edward Jones

Madelyn Durham is a financial advisor with Edward Jones in Glasgow, MT. She holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked in a variety of roles across different industries, including at The Loaded Toad and the EOU Small Business Development Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Bryan K

Series 66

Glasgow, MT

Edward Jones

Bryan Krumwiede is a financial advisor at Edward Jones in Glasgow, MT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for the Valley County Recreation Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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