Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in Billings
29yrs
Corey Mark Stapleton
Financial advisor at Stapleton Financial Group
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office1511 14th Street West, Billings, MT 59102
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Stapleton Financial Group
Financial planningInvestment management for individuals and small businesses
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.
Uniform Combined State Law Examination
Career
- 2016 – nowStapleton Financial GroupCurrent firm
- 1998 – 2016Pruco Securities, Llc.Previously
Questions to ask Corey
Tailored to Corey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Corey
How do I contact Corey?
Call Stapleton Financial Group at 406-655-3800 and ask for Corey Mark Stapleton. Corey works from the Billings, MT office.
How long has Corey been a financial advisor?
Corey has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Corey hold?
Series 66. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
Stapleton Financial Group reports being paid by a percentage of the assets they manage, hourly fees. Ask Corey for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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