Yellowstone Financial Services Employee Directory

Financial ServicesMontana, United States2-10 Employees

CERTIFIED FINANCIAL PLANNER™ Rob Harsha, believes sound financial planning is the foundation to achieving goals. Yellowstone Financial Services retirement solutions, IRA advice, and more. “I enjoy working with small business owners and families who want to follow tried and true financial principles to accrue, share, and pass on wealth.”

Yellowstone Financial Services is an independent firm that tailors financial solutions to each situation, focusing on investment management and financial planning. We manage investments using strategies such as mutual funds, exchange traded funds, municipal bonds, separately managed accounts, variable annuities, REITS, and hedging strategies. 

This communication is strictly intended for individuals residing in the states of CA, GA, MT, NE, TX, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulation requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Yellowstone Financial Services, 1430 Country Manor Boulevard, Suite 2, Billings, MT 59102. (406) 655-3809.

Please review our Terms of Use here: http://www.commonwealth.com/termsofuse

Find Yellowstone Financial Services employees' phone numbers or email addresses

Yellowstone Financial Services Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Yellowstone Financial Services's Leadership

  • Stylized image of a person
    R. H.
    Certified Financial Planner
    Phone icon
  • Stylized image of a person
    C. P.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    D. G.
    Board Member
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    R. H.
    Certified Financial Planner
    Phone icon
    United StatesMontana
    Nov 19, 2025
  • Stylized image of a person
    C. P.
    Client Service Associate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. G.
    Board Member
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Yellowstone Financial Services known for?

Minus sign iconPlus sign icon
Yellowstone Financial Services was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 2800 Central Avenue Suite a Billings, Montana 59102 United States; you can contact the main corporate office by phone at . 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 icon
Yellowstone 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 icon
Yellowstone Financial Services has approximately 3 employees as of February 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 February 2026, Yellowstone Financial Services's key employees include:

  • Certified Financial Planner: R. H.
  • 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.

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.