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professional profile

Heather Elizabeth Kubas, CFA

IAR Great Falls, MT CRD 4595889 Last verified October 2026

Overview

Heather Elizabeth Kubas is an investment adviser representative based in Great Falls, MT, with 23 years in the industry.

Years in the industry
23
States registered
1
Exams passed
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2014

Book and practice

Firm assets under management on file

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