Yellowstone Partners

Office Locations

(click to expand)

+ Idaho Falls

Dave Hansen, MBA

President & CEO

Cameron High

Chief Compliance Officer/ Investment Adv. Rep

Brad Christensen

Director of Trading


+ Salt Lake City

Eric Stats, CFA

Director of Equity Research

Rick Baird, CFA

Director of Fixed Income

Donald Wiscomb

Investment Advisor Rep.

Lucy Gibson

Senior Client Services Associate

Brock Bowden

Wealth Manager


+ New York City

Robert Natale

Portfolio Manager (Growth Equities)


+ Casper Wyoming

John Lutz

Wealth Manager

Donald Wiscomb

Investment Advisor Rep.

"Yellowstone Partners has a unique business model that adds real value to both clients and advisors."

Education:

  • University of Utah - BA - Organizational Management
  • Registered with the NASD under Series 7, 63, and 65
  • Licensed Insurance Representative
  • Licensed Options

Profile:

Don comes to Yellowstone Partners as an Independent Advisor. He brings to Yellowstone his belief that advisors should have the freedom to grow the assets of clients without corporate pressures or conflicts of interests. With Yellowstone Partners Don has access to a wide array of financial services, platforms, and investment strategies.

For the past 25 years Don has been successful in building and retaining a successful book of business with loyal clients. He is currently managing approximately 50 million in assets invested in stocks, fixed income, managed money and annuities and insurance.