Coghlan Financial is locally owned and managed. We provide client focused, service oriented investment services to both individuals and businesses. Our office is located in Missoula, Montana.

Our philosophy is based on honesty and integrity, as we seek to build personal, long-term relationships with our clients. We offer no proprietary products, helping to remove potential conflicts of interest. Our recommendations are based solely on the best interests of our clients.

Coghlan Financial specializes in serving high net worth clientele.

We are securities licensed in the following states: Broker Check

Christopher J. Coghlan

Chris holds a Bachelor of Science in Economics from the University of Montana. Upon graduation, Chris began his career as a financial advisor in 1999 with Merrill Lynch. There he worked with individuals and companies to create smart investment strategies, develop plans for retirement, and help establish saving plans for college expenses. Over his career, Chris has expanded his practice to include Estate Planning, Donor Advised Funds, and Family Trusts.

Over the last quarter century, he has obtained the Series 7, 66, and 31 licenses, the General Securities Representative, and the Uniform Combined State Law designation. During his career, Chris has worked closely with a number of lawyers and CPAs to facilitate the most tax-efficient and practical financial planning processes for his clients.

Chris believes in sound investment strategies. Using risk-averse and active portfolio management techniques, he has helped clients navigate difficult markets, including 2000-2003, 2007-2009, and 2020. Evaluating clients’ risk tolerances and helping them establish their individual goals is an important aspect of Chris’s development strategies.

In 2018, Chris opened Coghlan Financial to serve his clients better. Chris utilizes LPL Financial LLC, an independent Broker Dealer and Investment Advisory firm to provide securities and advisory services. He continues using his varied financial experience to protect his client’s interests.

While based in Missoula, Montana, Chris works with his clients throughout Montana and the country. He values direct, in-person communication and visits clients in cities nationwide including Seattle, Portland, Anchorage, Phoenix, New York, Boston, and Denver several times during the year.

Chris was a four-year starter on the UM Rugby team and team captain his senior year. Originally from Seattle, Washington, Chris lives with his daughter. He loves soaking in the beauty of the great outdoors. In his free time, Chris can often be found on the golf course, hiking Glacier National Park with his daughters, volunteering at the local food bank, and planning events at Revive Church.