Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
40yrs
Based in Bozeman, Montana, Michael Costle is a fiduciary financial advisor with 40 years of industry experience. Michael joined LPL Financial in 2021, after 24 years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 237 advisors with offices in Bozeman, and one of 222 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 4% by experience in Montana
Office2246 Boot Hill Ct Suite 6a, Bozeman, MT 59715
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 1997 – 2021Waddell & ReedPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Michael’s local office at (406) 586-3214 or the LPL Financial main office at (704) 733-3300, and ask for Michael Costle.
How long has Michael been a financial advisor?
Michael has been in the industry since 1987, about 40 years. Top 4% by experience in Montana.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Montana
Wells Fargo Advisors
43yrs
Top 1% by experience in Bozeman
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in Montana
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in Montana
Raymond James Financial Services Advisors
42yrs
Top 2% by experience in Montana