# JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC of KALISPELL, MT is an SEC-registered investment adviser.

## Registration

- CRD: 118867
- Type: SEC-registered investment adviser
- SEC file number: 801-62884
- Location: 2 SUNSET PLAZA, KALISPELL, MT, 59901-1600
- Phone: 406-752-1040
- Latest filing: 2012-02-28
- Regulatory AUM: $43.3M
- Discretionary AUM: $43.3M
- Clients: 1
- Accounts: 173

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| NAIVE SUSAN GAIL | MEMBER | — |
| SCHULTZ DAVID JAMES | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| HERGESHEIMER DAVID CHARLES | MEMBER | — |
| JOHNSON LARY PAUL | MEMBER | — |
| KISLER DONALD EVAN | MEMBER | — |
| SLITER JUSTIN PATRICK | MEMBER | — |
| SCHULTZ DAVID J | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| HERGESHEIMER DAVID | MEMBER | — |
| JOHNSON LARY | MEMBER | — |
| KISLER DONALD | MEMBER | — |
| SLITER JUSTIN P | MEMBER | — |
| WARD KELLY | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| KNOPIK JOHN MICHAEL | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118867/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118867/similar
- Related entities: https://search.stillhousedata.com/firm/118867/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118867

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.