LeadIQ logo
Learn more at LeadIQ.com
Yellowstone Financial Services logo

Yellowstone Financial Services Employee Directory

Financial ServicesMontana, United States2-10 Employees

Yellowstone Financial Services is an independent financial advisory firm based in Billings, Montana, that focuses on investment management and comprehensive financial planning. Led by CERTIFIED FINANCIAL PLANNER™ Rob Harsha, the firm aims to help small business owners and families follow established financial principles to save, manage, and transfer wealth, with services including retirement planning and IRA guidance. The firm emphasizes tailoring solutions to individual circumstances and operates within the broader financial services industry, offering investment strategies that may include various fund types and accounts. Its services are offered to residents in specific states, with an emphasis on providing planning and advisory support through a partner network associated with Commonwealth Financial Network. The organization is localized in Billings and serves a client base in the Montana region, focusing on personal financial planning and investment management.

Find Yellowstone Financial Services employees' phone numbers or email addresses

Yellowstone Financial Services Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Yellowstone Financial Services's Leadership

  • Stylized image of a person
    C. P.
    Client Service Associate
    Mobile Phone
  • Stylized image of a person
    D. G.
    Board Member
    Mobile Phone

Yellowstone Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Yellowstone Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. P.
    Client Service Associate
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. G.
    Board Member
    Mobile Phone
    Jul 14, 2026

Frequently Asked Questions

What is Yellowstone Financial Services known for?

Minus sign iconPlus sign iconYellowstone Financial Services was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-406-655-****
. Explore Yellowstone Financial Services's company overview page for more information.

What is Yellowstone Financial Services's most common email format?

Minus sign iconPlus sign iconYellowstone Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Yellowstone Financial Services email formats with LeadIQ.

How many employees does Yellowstone Financial Services have currently?

Minus sign iconPlus sign iconYellowstone Financial Services has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Yellowstone Financial Services's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Yellowstone Financial Services's key employees include:

  • Client Service Associate: C. P.
  • Board Member: D. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.