PECK, TOMPKINS & HUNDHAUSEN Financial Planning and Investments
406.587.4300 2066 Stadium Dr. Suite 102, Bozeman,MT 59715
This site is for informational purposes only and is not an offer to sell or a solicitation to buy any securities or investment advisory services which may be referenced herein. Securities and advisory services offered, in states where licensed, exclusively through Lauren Peck, Ed Tompkins and Jason Hundhausen as registered securities and advisory representatives of KMS Financial Services, Inc., member FINRA, SIPC and a SEC Registered Investment Advisor. While we are registered in a number of states, we may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
Locally owned firm with over
50 years combined experience and clients in over 25 states.
We provide investment management and financial planning advice to individuals and businesses throughout Montana and across the US. Our office, an affiliate of KMS Financial Services, has been locally owned since it opened 25 years ago in Bozeman, Montana. Lauren (CFP®), Ed (CFP®) and Jason (Financial Advisor) provide intelligent solutions to help meet your financial goals.
Our solutions are driven by your needs and wants, not by any products or services. That’s why we have a longstanding relationship with KMS Financial Services, who doesn’t generate its own securities or insurance products, preferring instead to focus on providing investments based strictly on client needs. Through KMS we can access a broad range of investments and insurance products, improving flexibility and choice for our clients.
Our office is a strong supporter of our community. Lauren, Ed and Jason have all served on boards of many different non-profits and coached for various athletic organizations. The Bozeman Area Community Foundation was located in our office for its first ten years. Retired partner, Steve Hample, was the founding president of the Bozeman Sunrise Rotary Club. To find out more about these organizations, please visit our Resources page.
We work to know our clients
and to help them clarify and meet their financial goals. We use in-depth knowledge, astute planning, and individual portfolio construction to guide clients through market and life changes.